Sowell Financial Services’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 | $4.44M | Sell |
182,893
-2,820
| -2% | -$68.4K | 0.18% | 117 |
|
|
2025
Q1 | $4.5M | Buy |
185,713
+3,792
| +2% | +$91.8K | 0.2% | 107 |
|
|
2024
Q4 | $4.38M | Buy |
181,921
+41,835
| +30% | +$1.01M | 0.23% | 104 |
|
|
2024
Q3 | $3.4M | Buy |
140,086
+44,634
| +47% | +$1.08M | 0.16% | 143 |
|
|
2024
Q2 | $2.27M | Buy |
95,452
+4,440
| +5% | +$106K | 0.11% | 191 |
|
|
2024
Q1 | $2.17M | Buy |
91,012
+2,583
| +3% | +$61.6K | 0.1% | 215 |
|
|
2023
Q4 | $2.11M | Buy |
+88,429
| New | +$2.11M | 0.11% | 197 |
|
|
2021
Q1 | – | Sell |
-991
| Closed | -$27K | – | 3191 |
|
|
2020
Q4 | $27K | Hold |
991
| – | – | ﹤0.01% | 1617 |
|
|
2020
Q3 | $27K | Hold |
991
| – | – | ﹤0.01% | 1431 |
|
|
2020
Q2 | $26K | Sell |
991
-7
| -0.7% | -$184 | ﹤0.01% | 1376 |
|
|
2020
Q1 | $25K | Hold |
998
| – | – | ﹤0.01% | 1310 |
|
|
2019
Q4 | $26K | Sell |
998
-945
| -49% | -$24.6K | ﹤0.01% | 1338 |
|
|
2019
Q3 | $49K | Buy |
+1,943
| New | +$49K | ﹤0.01% | 1004 |
|