Summit Wealth Partners’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 | $776K | Sell |
31,999
-4,572
| -13% | -$111K | 0.15% | 92 |
|
|
2025
Q1 | $885K | Sell |
36,571
-1,498
| -4% | -$36.3K | 0.18% | 86 |
|
|
2024
Q4 | $916K | Buy |
38,069
+6,192
| +19% | +$149K | 0.19% | 86 |
|
|
2024
Q3 | $775K | Buy |
31,877
+887
| +3% | +$21.6K | 0.15% | 104 |
|
|
2024
Q2 | $738K | Sell |
30,990
-1,652
| -5% | -$39.4K | 0.15% | 101 |
|
|
2024
Q1 | $779K | Hold |
32,642
| – | – | 0.17% | 93 |
|
|
2023
Q4 | $780K | Buy |
32,642
+9,748
| +43% | +$233K | 0.18% | 85 |
|
|
2023
Q3 | $534K | Buy |
22,894
+5,140
| +29% | +$120K | 0.14% | 101 |
|
|
2023
Q2 | $417K | Buy |
17,754
+4,008
| +29% | +$94.1K | 0.1% | 121 |
|
|
2023
Q1 | $326K | Buy |
+13,746
| New | +$326K | 0.08% | 138 |
|