OneDigital Investment 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 | $1.1M | Buy |
45,293
+1,131
| +3% | +$27.4K | 0.01% | 607 |
|
|
2025
Q1 | $1.07M | Buy |
+44,162
| New | +$1.07M | 0.01% | 585 |
|
|
2024
Q4 | – | Sell |
-34,959
| Closed | -$849K | – | 1455 |
|
|
2024
Q3 | $849K | Hold |
34,959
| – | – | 0.01% | 712 |
|
|
2024
Q2 | $833K | Buy |
+34,959
| New | +$833K | 0.01% | 681 |
|
|
2019
Q3 | – | Sell |
-540
| Closed | -$14K | – | 794 |
|
|
2019
Q2 | $14K | Hold |
540
| – | – | ﹤0.01% | 871 |
|
|
2019
Q1 | $13K | Hold |
540
| – | – | ﹤0.01% | 825 |
|
|
2018
Q4 | $12K | Buy |
+540
| New | +$12K | ﹤0.01% | 815 |
|