Perigon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,045
| Closed | -$240K | – | 882 |
|
|
2024
Q1 | $240K | Sell |
10,045
-2,703
| -21% | -$64.5K | 0.01% | 741 |
|
|
2023
Q4 | $305K | Buy |
12,748
+1,729
| +16% | +$41.3K | 0.01% | 654 |
|
|
2023
Q3 | $257K | Sell |
11,019
-1,500
| -12% | -$35K | 0.01% | 643 |
|
|
2023
Q2 | $294K | Hold |
12,519
| – | – | 0.01% | 616 |
|
|
2023
Q1 | $297K | Buy |
+12,519
| New | +$297K | 0.02% | 541 |
|