Mutual Advisors’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 | $476K | Sell |
19,646
-430
| -2% | -$10.4K | 0.01% | 802 |
|
|
2025
Q1 | $486K | Hold |
20,076
| – | – | 0.01% | 721 |
|
|
2024
Q4 | $484K | Sell |
20,076
-3,161
| -14% | -$76.2K | 0.01% | 710 |
|
|
2024
Q3 | $561K | Sell |
23,237
-766
| -3% | -$18.5K | 0.02% | 663 |
|
|
2024
Q2 | $576K | Sell |
24,003
-360
| -1% | -$8.63K | 0.02% | 653 |
|
|
2024
Q1 | $581K | Buy |
24,363
+1,817
| +8% | +$43.3K | 0.02% | 645 |
|
|
2023
Q4 | $539K | Buy |
22,546
+9,596
| +74% | +$229K | 0.02% | 632 |
|
|
2023
Q3 | $302K | Sell |
12,950
-1,180
| -8% | -$27.5K | 0.01% | 771 |
|
|
2023
Q2 | $332K | Sell |
14,130
-34
| -0.2% | -$798 | 0.01% | 771 |
|
|
2023
Q1 | $336K | Buy |
14,164
+914
| +7% | +$21.7K | 0.01% | 744 |
|
|
2022
Q4 | $309K | Hold |
13,250
| – | – | 0.01% | 733 |
|
|
2022
Q3 | $306K | Sell |
13,250
-1,476
| -10% | -$34.1K | 0.02% | 709 |
|
|
2022
Q2 | $350K | Buy |
+14,726
| New | +$350K | 0.02% | 629 |
|