USWIA
UP Strategic Wealth Investment Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,054
| Closed | -$342K | – | 85 |
|
|
2024
Q3 | $342K | Hold |
14,054
| – | – | 0.38% | 49 |
|
|
2024
Q2 | $335K | Hold |
14,054
| – | – | 0.51% | 42 |
|
|
2024
Q1 | $335K | Hold |
14,054
| – | – | 0.55% | 40 |
|
|
2023
Q4 | $336K | Buy |
+14,054
| New | +$336K | 0.61% | 39 |
|