UP Strategic Wealth Investment Advisors’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
2024
Q4
Sell
2024
Q3
$342K Hold
2024
Q2
$335K Hold
2024
Q1
$335K Hold
2023
Q4
$336K Buy