Patriot Investment Management Group’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 | $577K | Buy |
23,789
+1,035
| +5% | +$25.1K | 0.04% | 146 |
|
|
2025
Q1 | $551K | Buy |
22,754
+1,475
| +7% | +$35.7K | 0.04% | 145 |
|
|
2024
Q4 | $512K | Buy |
21,279
+9,757
| +85% | +$235K | 0.04% | 151 |
|
|
2024
Q3 | $280K | Buy |
11,522
+1,028
| +10% | +$25K | 0.02% | 211 |
|
|
2024
Q2 | $250K | Hold |
10,494
| – | – | 0.02% | 219 |
|
|
2024
Q1 | $250K | Hold |
10,494
| – | – | 0.02% | 221 |
|
|
2023
Q4 | $251K | Buy |
+10,494
| New | +$251K | 0.02% | 215 |
|
|
2023
Q1 | – | Sell |
-4,840
| Closed | -$115K | – | 287 |
|
|
2022
Q4 | $115K | Buy |
+4,840
| New | +$115K | 0.01% | 270 |
|
|
2020
Q3 | – | Sell |
-4,465
| Closed | -$119K | – | 394 |
|
|
2020
Q2 | $119K | Buy |
+4,465
| New | +$119K | 0.02% | 248 |
|