Wealth Enhancement Advisory Services
IBDR icon

Wealth Enhancement Advisory Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.94M Sell
204,516
-417,514
-67% -$10.1M 0.01% 906
2025
Q4 		$15.1M Sell
622,030
-26,502
-4% -$642K 0.02% 560
2025
Q3 		$15.7M Sell
648,532
-110,769
-15% -$2.68M 0.02% 512
2025
Q2 		$18.4M Buy
759,301
+407,809
+116% +$9.85M 0.03% 444
2025
Q1 		$8.51M Buy
351,492
+37,066
+12% +$894K 0.02% 639
2024
Q4 		$7.57M Buy
314,426
+250,607
+393% +$6.04M 0.01% 648
2024
Q3 		$1.55M Buy
63,819
+6,671
+12% +$161K ﹤0.01% 1177
2024
Q2 		$1.36M Buy
57,148
+6,672
+13% +$158K ﹤0.01% 1149
2024
Q1 		$1.2M Buy
50,476
+10,253
+25% +$244K ﹤0.01% 1155
2023
Q4 		$961K Buy
40,223
+13,918
+53% +$327K ﹤0.01% 1195
2023
Q3 		$614K Buy
+26,305
New +$616K ﹤0.01% 1320

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