Sigma Planning Corp’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 | $997K | Sell |
41,097
-354
| -0.9% | -$8.58K | 0.03% | 502 |
|
|
2025
Q1 | $1M | Buy |
41,451
+3,000
| +8% | +$72.6K | 0.03% | 492 |
|
|
2024
Q4 | $926K | Buy |
38,451
+801
| +2% | +$19.3K | 0.03% | 516 |
|
|
2024
Q3 | $915K | Buy |
37,650
+350
| +0.9% | +$8.51K | 0.03% | 530 |
|
|
2024
Q2 | $888K | Buy |
37,300
+2,361
| +7% | +$56.2K | 0.03% | 511 |
|
|
2024
Q1 | $833K | Buy |
+34,939
| New | +$833K | 0.03% | 558 |
|
|
2023
Q3 | – | Sell |
-9,903
| Closed | -$232K | – | 1238 |
|
|
2023
Q2 | $232K | Buy |
9,903
+384
| +4% | +$9.01K | 0.01% | 1036 |
|
|
2023
Q1 | $226K | Buy |
+9,519
| New | +$226K | 0.01% | 1122 |
|