Sowell Financial Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.66M | Buy |
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|
2025
Q2 | $4.44M | Sell |
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2025
Q1 | $4.5M | Buy |
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|
2024
Q4 | $4.38M | Buy |
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|
2024
Q3 | $3.4M | Buy |
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|
2024
Q2 | $2.27M | Buy |
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|
2024
Q1 | $2.17M | Buy |
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|
2023
Q4 | $2.11M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $27K | Hold |
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|
2020
Q3 | $27K | Hold |
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|
2020
Q2 | $26K | Sell |
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|
2020
Q1 | $25K | Hold |
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|
2019
Q4 | $26K | Sell |
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|
2019
Q3 | $49K | Buy |
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