RW
RVW Wealth’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 | $26.5M | Buy |
1,091,935
+70,253
| +7% | +$1.7M | 2.25% | 10 |
|
|
2025
Q1 | $24.7M | Buy |
1,021,682
+62,096
| +6% | +$1.5M | 2.33% | 12 |
|
|
2024
Q4 | $23.1M | Buy |
959,586
+79,163
| +9% | +$1.91M | 2.15% | 16 |
|
|
2024
Q3 | $21.4M | Buy |
880,423
+82,769
| +10% | +$2.01M | 1.99% | 17 |
|
|
2024
Q2 | $19M | Buy |
797,654
+60,895
| +8% | +$1.45M | 1.9% | 20 |
|
|
2024
Q1 | $17.6M | Sell |
736,759
-14,049
| -2% | -$335K | 1.81% | 20 |
|
|
2023
Q4 | $17.9M | Sell |
750,808
-47,279
| -6% | -$1.13M | 1.97% | 20 |
|
|
2023
Q3 | $18.6M | Sell |
798,087
-7,435
| -0.9% | -$173K | 2.25% | 13 |
|
|
2023
Q2 | $18.9M | Buy |
805,522
+3,257
| +0.4% | +$76.4K | 2.23% | 17 |
|
|
2023
Q1 | $19M | Sell |
802,265
-15,744
| -2% | -$374K | 2.36% | 17 |
|
|
2022
Q4 | $19.1M | Buy |
818,009
+471,127
| +136% | +$11M | 2.43% | 17 |
|
|
2022
Q3 | $8.01M | Sell |
346,882
-9,168
| -3% | -$212K | 1.12% | 33 |
|
|
2022
Q2 | $8.47M | Sell |
356,050
-381,934
| -52% | -$9.09M | 1.13% | 32 |
|
|
2022
Q1 | $18.2M | Buy |
737,984
+9,667
| +1% | +$238K | 2.1% | 20 |
|
|
2021
Q4 | $19M | Buy |
728,317
+433,435
| +147% | +$11.3M | 2.12% | 20 |
|
|
2021
Q3 | $8M | Buy |
294,882
+249,138
| +545% | +$6.76M | 0.96% | 31 |
|
|
2021
Q2 | $1M | Sell |
45,744
-2,763
| -6% | -$60.4K | 0.13% | 63 |
|
|
2021
Q1 | $1M | Buy |
48,507
+13,374
| +38% | +$276K | 0.13% | 75 |
|
|
2020
Q4 | $1M | Buy |
35,133
+1,625
| +5% | +$46.3K | 0.15% | 69 |
|
|
2020
Q3 | $899K | Buy |
33,508
+14,239
| +74% | +$382K | 0.15% | 62 |
|
|
2020
Q2 | $514K | Hold |
19,269
| – | – | 0.09% | 70 |
|
|
2020
Q1 | $473K | Sell |
19,269
-5,129
| -21% | -$126K | 0.11% | 75 |
|
|
2019
Q4 | $624K | Buy |
24,398
+650
| +3% | +$16.6K | 0.14% | 57 |
|
|
2019
Q3 | $605K | Buy |
23,748
+1,296
| +6% | +$33K | 0.14% | 56 |
|
|
2019
Q2 | $563K | Hold |
22,452
| – | – | 0.13% | 47 |
|
|
2019
Q1 | $544K | Buy |
+22,452
| New | +$544K | 0.14% | 47 |
|