Steward Partners Investment Advisory’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 | $490K | Buy |
20,204
+3,378
| +20% | +$81.9K | ﹤0.01% | 1310 |
|
|
2025
Q1 | $407K | Buy |
16,826
+2,275
| +16% | +$55.1K | ﹤0.01% | 1304 |
|
|
2024
Q4 | $350K | Buy |
14,551
+12,861
| +761% | +$310K | ﹤0.01% | 1327 |
|
|
2024
Q3 | $41.1K | Buy |
1,690
+1,140
| +207% | +$27.7K | ﹤0.01% | 2331 |
|
|
2024
Q2 | $13.1K | Sell |
550
-1,337
| -71% | -$31.8K | ﹤0.01% | 2706 |
|
|
2024
Q1 | $45K | Buy |
1,887
+1,387
| +277% | +$33.1K | ﹤0.01% | 2171 |
|
|
2023
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 2626 |
|
|
2023
Q3 | $11.7K | Hold |
500
| – | – | ﹤0.01% | 2534 |
|
|
2023
Q2 | $11.7K | Hold |
500
| – | – | ﹤0.01% | 2518 |
|
|
2023
Q1 | $11.9K | Hold |
500
| – | – | ﹤0.01% | 2478 |
|
|
2022
Q4 | $11.7K | Hold |
500
| – | – | ﹤0.01% | 2485 |
|
|
2022
Q3 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 2446 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$5.27K | – | 7226 |
|
|
2021
Q1 | $5.27K | Buy |
+200
| New | +$5.27K | ﹤0.01% | 2995 |
|