REDW Wealth’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
Q4 | – | Sell |
-11,035
| Closed | -$268K | – | 129 |
|
2024
Q3 | $268K | Buy |
11,035
+534
| +5% | +$13K | 0.07% | 139 |
|
2024
Q2 | $250K | Buy |
10,501
+200
| +2% | +$4.76K | 0.07% | 141 |
|
2024
Q1 | $246K | Buy |
10,301
+1,159
| +13% | +$27.6K | 0.07% | 142 |
|
2023
Q4 | $218K | Sell |
9,142
-1,783
| -16% | -$42.6K | 0.06% | 141 |
|
2023
Q3 | $255K | Buy |
+10,925
| New | +$255K | 0.08% | 117 |
|