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Symphony Financial’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Symphony Financial’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-67,240
Closed -$1.65M – 203
2023
Q3 		$1.65M Buy
+67,240
New +$1.57M 0.4% 48
2022
Q1 		– Sell
-84,440
Closed -$2.52M – 207
2021
Q4 		$2.52M Buy
+84,440
New +$2.21M 0.7% 32

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NA
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