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