Pinnacle Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,400
| Closed | -$375K | – | 798 |
|
|
2021
Q4 | $375K | Hold |
14,400
| – | – | 0.01% | 619 |
|
|
2021
Q3 | $382K | Hold |
14,400
| – | – | 0.01% | 593 |
|
|
2021
Q2 | $383K | Hold |
14,400
| – | – | 0.01% | 597 |
|
|
2021
Q1 | $380K | Sell |
14,400
-1,000
| -6% | -$26.4K | 0.01% | 577 |
|
|
2020
Q4 | $417K | Hold |
15,400
| – | – | 0.01% | 543 |
|
|
2020
Q3 | $413K | Buy |
+15,400
| New | +$413K | 0.01% | 527 |
|