New England Private Wealth 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 | $4.14M | Buy |
170,879
+1,225
| +0.7% | +$29.7K | 0.61% | 45 |
|
|
2025
Q1 | $4.11M | Buy |
169,654
+6,813
| +4% | +$165K | 0.64% | 45 |
|
|
2024
Q4 | $3.92M | Buy |
162,841
+68,202
| +72% | +$1.64M | 0.62% | 43 |
|
|
2024
Q3 | $2.3M | Buy |
94,639
+640
| +0.7% | +$15.6K | 0.37% | 52 |
|
|
2024
Q2 | $2.24M | Buy |
93,999
+45,066
| +92% | +$1.07M | 0.39% | 51 |
|
|
2024
Q1 | $1.16M | Buy |
+48,933
| New | +$1.16M | 0.2% | 73 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 102 |
|