MWM
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Modern Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Modern Wealth Management’s Portfolio IBDR Stock Details IBDR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.02M Buy
165,711
+42,231
+34% +$1.02M 0.1% 182
2025
Q1 		$2.99M Buy
123,480
+36,085
+41% +$874K 0.1% 175
2024
Q4 		$2.1M Buy
87,395
+60,154
+221% +$1.45M 0.08% 176
2024
Q3 		$662K Buy
+27,241
New +$662K 0.04% 209