MFWM
Motley Fool Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-1,221,929
| Closed | -$30M | – | 123 |
|
2020
Q1 | $30M | Sell |
1,221,929
-79,640
| -6% | -$1.96M | 2.17% | 9 |
|
2019
Q4 | $33.3M | Sell |
1,301,569
-12,818
| -1% | -$328K | 2% | 10 |
|
2019
Q3 | $33.5M | Buy |
1,314,387
+295,448
| +29% | +$7.52M | 2.21% | 10 |
|
2019
Q2 | $25.5M | Buy |
1,018,939
+70,709
| +7% | +$1.77M | 1.6% | 19 |
|
2019
Q1 | $23M | Buy |
948,230
+416,971
| +78% | +$10.1M | 1.48% | 20 |
|
2018
Q4 | $12.2M | Buy |
531,259
+738
| +0.1% | +$17K | 0.93% | 32 |
|
2018
Q3 | $12.4M | Buy |
+530,521
| New | +$12.4M | 0.79% | 37 |
|
2018
Q2 | – | Sell |
-470,685
| Closed | -$11.1M | – | 136 |
|
2018
Q1 | $11.1M | Buy |
470,685
+42,002
| +10% | +$994K | 0.82% | 37 |
|
2017
Q4 | $10.5M | Buy |
+428,683
| New | +$10.5M | 0.81% | 34 |
|