Summit Asset Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Buy |
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|
2025
Q1 | $16.4M | Buy |
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|
2024
Q4 | $16M | Buy |
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|
2024
Q3 | $15.5M | Buy |
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|
2024
Q2 | $14.7M | Buy |
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|
2024
Q1 | $14.4M | Buy |
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|
2023
Q4 | $13.8M | Buy |
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|
2023
Q3 | $632K | Buy |
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|
2023
Q2 | $530K | Buy |
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|
2023
Q1 | $526K | Buy |
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|
2022
Q4 | $423K | Buy |
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|
2022
Q3 | $306K | Buy |
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