Mosaic Family Wealth Partners’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 Q2	$1.09M	Buy	45,104 +14,705	+48%	+$357K	0.14%	75
2025 Q1	$736K	Buy	30,399 +7,831	+35%	+$190K	0.1%	102
2024 Q4	$543K	Buy	22,568 +13,273	+143%	+$319K	0.08%	118
2024 Q3	$226K	Buy	+9,295	New	+$226K	0.03%	188