Provenance Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Provenance Wealth Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$793K	Sell
2025 Q1	$872K	Sell
2024 Q4	$1.01M	Buy
2024 Q3	$657K	Buy
2024 Q2	$416K	Hold
2024 Q1	$416K	Sell
2023 Q4	$421K	Buy
2023 Q3	$361K	Buy