SageView Advisory Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

SageView Advisory Group’s Portfolio IBDR Stock Details IBDR Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$199K	Buy
2024 Q3	–	Hold
2024 Q2	–	Hold
2024 Q1	–	Hold
2023 Q4	–	Sell
2023 Q3	$3.07M	Buy
2023 Q2	$2.73M	Buy
2023 Q1	$2.44M	Buy
2022 Q4	$2.25M	Buy