Reliant Wealth Planning’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 | $1.2M | Buy |
49,540
+2,282
| +5% | +$55.3K | 0.47% | 18 |
|
2025
Q1 | $1.14M | Sell |
47,258
-4,544
| -9% | -$110K | 0.52% | 15 |
|
2024
Q4 | $1.25M | Buy |
51,802
+20,518
| +66% | +$494K | 0.58% | 13 |
|
2024
Q3 | $760K | Buy |
31,284
+3,608
| +13% | +$87.7K | 0.33% | 16 |
|
2024
Q2 | $659K | Buy |
27,676
+1,448
| +6% | +$34.5K | 0.3% | 16 |
|
2024
Q1 | $626K | Hold |
26,228
| – | – | 0.3% | 10 |
|
2023
Q4 | $627K | Buy |
26,228
+2,243
| +9% | +$53.6K | 0.3% | 9 |
|
2023
Q3 | $560K | Buy |
+23,985
| New | +$560K | 0.3% | 8 |
|