LifePlan Financial’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.58M | Sell |
106,453
-1,170
| -1% | -$28.4K | 2.14% | 11 |
|
2025
Q1 | $2.61M | Buy |
107,623
+3,780
| +4% | +$91.5K | 2.27% | 10 |
|
2024
Q4 | $2.5M | Buy |
103,843
+1,673
| +2% | +$40.3K | 2.21% | 10 |
|
2024
Q3 | $2.48M | Buy |
102,170
+2,040
| +2% | +$49.6K | 2.13% | 11 |
|
2024
Q2 | $2.39M | Buy |
100,130
+1,832
| +2% | +$43.6K | 2.2% | 11 |
|
2024
Q1 | $2.34M | Buy |
98,298
+3,438
| +4% | +$82K | 2.15% | 11 |
|
2023
Q4 | $2.27M | Buy |
+94,860
| New | +$2.27M | 2.27% | 10 |
|