Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $18.1K | Hold |
759
| – | – | ﹤0.01% | 70 |
|
|
2023
Q4 | $18.1K | Hold |
759
| – | – | ﹤0.01% | 66 |
|
|
2023
Q3 | $17.7K | Sell |
759
-431
| -36% | -$10.1K | ﹤0.01% | 62 |
|
|
2023
Q2 | $27K | Hold |
1,190
| – | – | ﹤0.01% | 62 |
|
|
2023
Q1 | $28K | Sell |
1,190
-12,768
| -91% | -$300K | ﹤0.01% | 60 |
|
|
2022
Q4 | $325K | Hold |
13,958
| – | – | 0.07% | 40 |
|
|
2022
Q3 | $322K | Hold |
13,958
| – | – | 0.07% | 41 |
|
|
2022
Q2 | $332K | Hold |
13,958
| – | – | 0.07% | 42 |
|
|
2022
Q1 | $344K | Hold |
13,958
| – | – | 0.07% | 45 |
|
|
2021
Q4 | $364K | Buy |
+13,958
| New | +$364K | 0.06% | 49 |
|