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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$687K Sell
2025
Q2
$719K Hold
2025
Q1
$718K Hold
2024
Q4
$714K Hold
2024
Q3
$721K Buy
2024
Q2
$694K Hold
2024
Q1
$695K Sell
2023
Q4
$698K Buy