Spire Wealth Management’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 | $406K | Buy |
16,754
+414
| +3% | +$10K | 0.01% | 557 |
|
2025
Q1 | $396K | Buy |
16,340
+14,940
| +1,067% | +$362K | 0.01% | 635 |
|
2024
Q4 | $33.7K | Hold |
1,400
| – | – | ﹤0.01% | 1436 |
|
2024
Q3 | $34K | Hold |
1,400
| – | – | ﹤0.01% | 1260 |
|
2024
Q2 | $33.3K | Hold |
1,400
| – | – | ﹤0.01% | 1254 |
|
2024
Q1 | $33.4K | Hold |
1,400
| – | – | ﹤0.01% | 1353 |
|
2023
Q4 | $33.4K | Buy |
+1,400
| New | +$33.4K | ﹤0.01% | 1339 |
|