Wealth Advisory Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
10,010
| – | – | 0.06% | 126 |
|
|
2025
Q1 | $242K | Hold |
10,010
| – | – | 0.06% | 125 |
|
|
2024
Q4 | $241K | Buy |
+10,010
| New | +$241K | 0.07% | 113 |
|
|
2020
Q3 | – | Sell |
-16,901
| Closed | -$451K | – | 184 |
|
|
2020
Q2 | $451K | Sell |
16,901
-2,177
| -11% | -$58.1K | 0.13% | 114 |
|
|
2020
Q1 | $468K | Sell |
19,078
-1,945
| -9% | -$47.7K | 0.16% | 105 |
|
|
2019
Q4 | $538K | Buy |
+21,023
| New | +$538K | 0.14% | 115 |
|