Ritholtz Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Sell |
22,703
-1,570
| -6% | -$38.1K | 0.01% | 611 |
|
|
2025
Q1 | $588K | Sell |
24,273
-1,503
| -6% | -$36.4K | 0.02% | 548 |
|
|
2024
Q4 | $620K | Sell |
25,776
-668
| -3% | -$16.1K | 0.02% | 503 |
|
|
2024
Q3 | $643K | Sell |
26,444
-28,669
| -52% | -$697K | 0.02% | 495 |
|
|
2024
Q2 | $1.31M | Sell |
55,113
-1,221
| -2% | -$29.1K | 0.04% | 281 |
|
|
2024
Q1 | $1.34M | Buy |
56,334
+1,200
| +2% | +$28.6K | 0.05% | 287 |
|
|
2023
Q4 | $1.32M | Sell |
55,134
-291
| -0.5% | -$6.96K | 0.05% | 250 |
|
|
2023
Q3 | $1.29M | Buy |
55,425
+973
| +2% | +$22.7K | 0.06% | 220 |
|
|
2023
Q2 | $1.28M | Sell |
54,452
-7,718
| -12% | -$181K | 0.06% | 214 |
|
|
2023
Q1 | $1.48M | Buy |
62,170
+42,745
| +220% | +$1.01M | 0.07% | 176 |
|
|
2022
Q4 | $454K | Buy |
19,425
+10,325
| +113% | +$241K | 0.03% | 383 |
|
|
2022
Q3 | $210K | Hold |
9,100
| – | – | 0.01% | 645 |
|
|
2022
Q2 | $216K | Buy |
+9,100
| New | +$216K | 0.01% | 481 |
|