Valley Wealth Managers’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 | $1.87M | Buy |
76,953
+33
| +0% | +$800 | 0.13% | 113 |
|
|
2025
Q1 | $1.86M | Sell |
76,920
-3,930
| -5% | -$95.1K | 0.14% | 113 |
|
|
2024
Q4 | $1.95M | Sell |
80,850
-878
| -1% | -$21.1K | 0.15% | 112 |
|
|
2024
Q3 | $1.99M | Buy |
81,728
+29
| +0% | +$705 | 0.15% | 113 |
|
|
2024
Q2 | $1.95M | Buy |
81,699
+1,692
| +2% | +$40.3K | 0.16% | 114 |
|
|
2024
Q1 | $1.91M | Sell |
80,007
-484
| -0.6% | -$11.5K | 0.14% | 113 |
|
|
2023
Q4 | $1.92M | Buy |
80,491
+656
| +0.8% | +$15.7K | 0.15% | 112 |
|
|
2023
Q3 | $1.86M | Sell |
79,835
-4,130
| -5% | -$96.4K | 0.16% | 113 |
|
|
2023
Q2 | $1.97M | Buy |
83,965
+1,767
| +2% | +$41.5K | 0.18% | 95 |
|
|
2023
Q1 | $1.95M | Buy |
82,198
+415
| +0.5% | +$9.85K | 0.18% | 96 |
|
|
2022
Q4 | $1.91M | Sell |
81,783
-1,879
| -2% | -$43.9K | 0.18% | 97 |
|
|
2022
Q3 | $1.93M | Buy |
83,662
+5,831
| +7% | +$135K | 0.19% | 96 |
|
|
2022
Q2 | $1.85M | Buy |
+77,831
| New | +$1.85M | 0.17% | 97 |
|