SWM
Scissortail Wealth Management’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 | $2.56M | Sell |
105,466
-400
| -0.4% | -$9.7K | 0.61% | 47 |
|
|
2025
Q1 | $2.56M | Buy |
105,866
+19,432
| +22% | +$470K | 0.66% | 47 |
|
|
2024
Q4 | $2.08M | Buy |
86,434
+86,345
| +97,017% | +$2.08M | 0.53% | 49 |
|
|
2024
Q3 | $2.11M | Sell |
89
-84,312
| -100% | -$2B | 0.51% | 52 |
|
|
2024
Q2 | $2.01M | Sell |
84,401
-765
| -0.9% | -$18.2K | 0.51% | 51 |
|
|
2024
Q1 | $2.03M | Buy |
85,166
+3,780
| +5% | +$90.2K | 0.54% | 50 |
|
|
2023
Q4 | $1.95M | Buy |
81,386
+13,095
| +19% | +$313K | 0.62% | 39 |
|
|
2023
Q3 | $1.59M | Buy |
+68,291
| New | +$1.59M | 1.25% | 23 |
|