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