Wealth Enhancement Advisory Services’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 | $18.4M | Buy |
759,301
+407,809
| +116% | +$9.86M | 0.03% | 443 |
|
|
2025
Q1 | $8.51M | Buy |
351,492
+37,066
| +12% | +$897K | 0.02% | 638 |
|
|
2024
Q4 | $7.57M | Buy |
314,426
+250,607
| +393% | +$6.03M | 0.01% | 647 |
|
|
2024
Q3 | $1.55M | Buy |
63,819
+6,671
| +12% | +$162K | ﹤0.01% | 1175 |
|
|
2024
Q2 | $1.36M | Buy |
57,148
+6,672
| +13% | +$159K | ﹤0.01% | 1149 |
|
|
2024
Q1 | $1.2M | Buy |
50,476
+10,253
| +25% | +$245K | ﹤0.01% | 1155 |
|
|
2023
Q4 | $961K | Buy |
40,223
+13,918
| +53% | +$333K | ﹤0.01% | 1194 |
|
|
2023
Q3 | $614K | Buy |
+26,305
| New | +$614K | ﹤0.01% | 1319 |
|