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M3 Advisory Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

M3 Advisory Group’s Portfolio IBDR Stock Details IBDR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21,263
Closed -$512K – 142
2024
Q4 		$512K Buy
21,263
+18
+0.1% +$433 0.37% 62
2024
Q3 		$516K Buy
+21,245
New +$516K 0.38% 62