Roble Belko & Company’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 | $552K | Buy |
22,772
+2
| +0% | +$48 | 0.08% | 75 |
|
2025
Q1 | $551K | Buy |
22,770
+1
| +0% | +$24 | 0.09% | 71 |
|
2024
Q4 | $548K | Buy |
22,769
+7,855
| +53% | +$189K | 0.09% | 70 |
|
2024
Q3 | $362K | Buy |
14,914
+791
| +6% | +$19.2K | 0.06% | 84 |
|
2024
Q2 | $336K | Buy |
14,123
+2
| +0% | +$48 | 0.06% | 85 |
|
2024
Q1 | $337K | Buy |
14,121
+1
| +0% | +$24 | 0.06% | 84 |
|
2023
Q4 | $337K | Buy |
14,120
+183
| +1% | +$4.37K | 0.06% | 72 |
|
2023
Q3 | $325K | Buy |
13,937
+3,832
| +38% | +$89.4K | 0.07% | 72 |
|
2023
Q2 | $237K | Hold |
10,105
| – | – | 0.05% | 78 |
|
2023
Q1 | $240K | Hold |
10,105
| – | – | 0.05% | 83 |
|
2022
Q4 | $236K | Hold |
10,105
| – | – | 0.05% | 87 |
|
2022
Q3 | $233K | Hold |
10,105
| – | – | 0.06% | 81 |
|
2022
Q2 | $240K | Hold |
10,105
| – | – | 0.05% | 83 |
|
2022
Q1 | $249K | Hold |
10,105
| – | – | 0.05% | 91 |
|
2021
Q4 | $263K | Hold |
10,105
| – | – | 0.05% | 86 |
|
2021
Q3 | $268K | Hold |
10,105
| – | – | 0.06% | 74 |
|
2021
Q2 | $269K | Hold |
10,105
| – | – | 0.06% | 80 |
|
2021
Q1 | $266K | Hold |
10,105
| – | – | 0.06% | 74 |
|
2020
Q4 | $274K | Hold |
10,105
| – | – | 0.07% | 70 |
|
2020
Q3 | $271K | Hold |
10,105
| – | – | 0.08% | 70 |
|
2020
Q2 | $270K | Hold |
10,105
| – | – | 0.08% | 71 |
|
2020
Q1 | $248K | Hold |
10,105
| – | – | 0.08% | 79 |
|
2019
Q4 | $258K | Buy |
10,105
+3,286
| +48% | +$83.9K | 0.07% | 79 |
|
2019
Q3 | $174K | Buy |
6,819
+2,510
| +58% | +$64K | 0.05% | 97 |
|
2019
Q2 | $108K | Buy |
4,309
+2,539
| +143% | +$63.6K | 0.03% | 115 |
|
2019
Q1 | $43K | Buy |
+1,770
| New | +$43K | 0.01% | 125 |
|