SAG
SageView Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 536 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 427 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 629 |
|
|
2023
Q4 | – | Sell |
-131,698
| Closed | -$3.07M | – | 313 |
|
|
2023
Q3 | $3.07M | Buy |
131,698
+15,455
| +13% | +$361K | 0.18% | 78 |
|
|
2023
Q2 | $2.73M | Buy |
116,243
+13,327
| +13% | +$313K | 0.15% | 91 |
|
|
2023
Q1 | $2.44M | Buy |
102,916
+6,570
| +7% | +$156K | 0.16% | 97 |
|
|
2022
Q4 | $2.25M | Buy |
+96,346
| New | +$2.25M | 0.18% | 89 |
|