Spectrum Wealth Counsel’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
Q1 | $519K | Sell |
21,420
-2,627
| -11% | -$63.6K | 0.06% | 88 |
|
|
2024
Q4 | $579K | Buy |
24,047
+132
| +0.6% | +$3.18K | 0.07% | 86 |
|
|
2024
Q3 | $581K | Hold |
23,915
| – | – | 0.07% | 87 |
|
|
2024
Q2 | $570K | Buy |
23,915
+2,971
| +14% | +$70.8K | 0.07% | 79 |
|
|
2024
Q1 | $500K | Hold |
20,944
| – | – | 0.06% | 96 |
|
|
2023
Q4 | $501K | Buy |
+20,944
| New | +$501K | 0.07% | 91 |
|