PFG Private Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $784K | Sell |
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|
2025
Q1 | $784K | Sell |
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|
2024
Q4 | $14.6M | Buy |
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|
2024
Q3 | $7.75M | Buy |
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|
2024
Q2 | $7.55M | Buy |
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|
2024
Q1 | $7.44M | Sell |
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|
2023
Q4 | $7.9M | Sell |
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|
2023
Q3 | $9.38M | Buy |
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|
2023
Q2 | $8.62M | Buy |
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|
2023
Q1 | $7.94M | Buy |
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|
2022
Q4 | $6.96M | Buy |
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|
2022
Q3 | $6.63M | Buy |
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|
2022
Q2 | $4.98M | Buy |
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|
2022
Q1 | $4.92M | Buy |
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|
2021
Q4 | $4.89M | Sell |
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|
2021
Q3 | $6.77M | Buy |
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|
2021
Q2 | $6.32M | Buy |
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|
2021
Q1 | $5.94M | Buy |
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|
2020
Q4 | $5.52M | Buy |
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|
2020
Q3 | $5.07M | Buy |
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|
2020
Q2 | $4.64M | Buy |
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|
2020
Q1 | $4.17M | Sell |
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|
2019
Q4 | $4.38M | Buy |
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