LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $48.5K | Hold |
2,000
| – | – | ﹤0.01% | 389 |
|
2025
Q1 | $48.3K | Hold |
2,000
| – | – | ﹤0.01% | 383 |
|
2024
Q4 | $48.3K | Hold |
2,000
| – | – | ﹤0.01% | 393 |
|
2024
Q3 | $48.3K | Hold |
2,000
| – | – | ﹤0.01% | 387 |
|
2024
Q2 | $47.9K | Hold |
2,000
| – | – | ﹤0.01% | 395 |
|
2024
Q1 | $47.4K | Hold |
2,000
| – | – | ﹤0.01% | 401 |
|
2023
Q4 | $47.9K | Buy |
+2,000
| New | +$47.9K | ﹤0.01% | 406 |
|