Venture Visionary Partners’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
2026 Q1	$20.9M	Buy	864,007 +34,450	+4%	+$835K	0.7%	29
2025 Q4	$20.2M	Buy	829,557 +84,519	+11%	+$2.05M	0.66%	31
2025 Q3	$18.1M	Sell	745,038 -192,522	-21%	-$4.66M	0.62%	35
2025 Q2	$22.7M	Buy	937,560 +126,415	+16%	+$3.05M	0.86%	25
2025 Q1	$19.6M	Sell	811,145 -8,781	-1%	-$212K	0.82%	26
2024 Q4	$19.7M	Buy	+819,926	New	+$19.8M	0.84%	25
2024 Q3	–	Hold	0	–	–	–	28
2024 Q2	–	Sell	-689,184	Closed	-$16.4M	–	25
2024 Q1	$16.4M	Buy	689,184 +151,271	+28%	+$3.61M	0.78%	27
2023 Q4	$12.9M	Buy	+537,913	New	+$12.6M	0.68%	31
2023 Q3	–	Hold	0	–	–	–	23
2023 Q2	–	Hold	0	–	–	–	23
2023 Q1	–	Hold	0	–	–	–	25
2022 Q4	–	Sell	-94,795	Closed	-$2.2M	–	23
2022 Q3	$2.19M	Buy	+94,795	New	+$2.26M	0.18%	113