Mendota Financial Group’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
Q1 | – | Sell |
-14,219
| Closed | -$342K | – | 212 |
|
|
2024
Q4 | $342K | Sell |
14,219
-7,671
| -35% | -$185K | 0.22% | 31 |
|
|
2024
Q3 | $532K | Sell |
21,890
-10,835
| -33% | -$263K | 0.25% | 31 |
|
|
2024
Q2 | $780K | Sell |
32,725
-3,465
| -10% | -$82.5K | 0.42% | 27 |
|
|
2024
Q1 | $863K | Buy |
36,190
+12,749
| +54% | +$304K | 0.5% | 26 |
|
|
2023
Q4 | $560K | Buy |
+23,441
| New | +$560K | 0.44% | 36 |
|