Phillips Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
89,456
-377
| -0.4% | -$9.14K | 0.16% | 76 |
|
|
2025
Q1 | $2.17M | Hold |
89,833
| – | – | 0.17% | 74 |
|
|
2024
Q4 | $2.16M | Hold |
89,833
| – | – | 0.17% | 77 |
|
|
2024
Q3 | $2.18M | Buy |
89,833
+2,285
| +3% | +$55.5K | 0.17% | 81 |
|
|
2024
Q2 | $2.09M | Buy |
87,548
+20,109
| +30% | +$479K | 0.17% | 81 |
|
|
2024
Q1 | $1.61M | Buy |
67,439
+17,107
| +34% | +$408K | 0.13% | 90 |
|
|
2023
Q4 | $1.2M | Buy |
50,332
+13,864
| +38% | +$331K | 0.1% | 97 |
|
|
2023
Q3 | $851K | Buy |
36,468
+7
| +0% | +$163 | 0.08% | 103 |
|
|
2023
Q2 | $856K | Buy |
36,461
+498
| +1% | +$11.7K | 0.08% | 104 |
|
|
2023
Q1 | $853K | Buy |
+35,963
| New | +$853K | 0.08% | 103 |
|