Robinson Smith Wealth Advisors’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 | $719K | Hold |
29,668
| – | – | 0.58% | 35 |
|
|
2025
Q1 | $718K | Hold |
29,668
| – | – | 0.6% | 36 |
|
|
2024
Q4 | $714K | Hold |
29,668
| – | – | 0.61% | 36 |
|
|
2024
Q3 | $721K | Buy |
29,668
+546
| +2% | +$13.3K | 0.61% | 37 |
|
|
2024
Q2 | $694K | Hold |
29,122
| – | – | 0.61% | 41 |
|
|
2024
Q1 | $695K | Sell |
29,122
-99
| -0.3% | -$2.36K | 0.67% | 40 |
|
|
2023
Q4 | $698K | Buy |
+29,221
| New | +$698K | 0.69% | 38 |
|