Valley Forge Investment Consultants’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 | $325K | Buy |
13,389
+141
| +1% | +$3.42K | 0.1% | 64 |
|
|
2025
Q1 | $321K | Sell |
13,248
-2,210
| -14% | -$53.5K | 0.11% | 59 |
|
|
2024
Q4 | $372K | Buy |
15,458
+217
| +1% | +$5.22K | 0.13% | 58 |
|
|
2024
Q3 | $370K | Buy |
15,241
+160
| +1% | +$3.89K | 0.13% | 57 |
|
|
2024
Q2 | $359K | Buy |
15,081
+155
| +1% | +$3.69K | 0.14% | 57 |
|
|
2024
Q1 | $356K | Buy |
+14,926
| New | +$356K | 0.14% | 53 |
|