MF
IBDR icon

Montis Financial’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Montis Financial’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$500K Sell
20,599
-2,386
-10% -$57.9K 0.14% 86
2025
Q1 		$556K Sell
22,985
-1,342
-6% -$32.5K 0.16% 82
2024
Q4 		$586K Buy
+24,327
New +$586K 0.18% 73