Mosaic Family Wealth Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$899K Sell
2025
Q2
$1.09M Buy
2025
Q1
$736K Buy
2024
Q4
$543K Buy
2024
Q3
$226K Buy