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Wealthspire Advisors (New York)’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Wealthspire Advisors (New York)’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$347K Hold
14,305
– – ﹤0.01% 624
2025
Q1 		$346K Hold
14,305
– – ﹤0.01% 608
2024
Q4 		$344K Buy
14,305
+4,154
+41% +$100K ﹤0.01% 616
2024
Q3 		$247K Hold
10,151
– – ﹤0.01% 666
2024
Q2 		$242K Hold
10,151
– – ﹤0.01% 581
2024
Q1 		$242K Buy
+10,151
New +$242K ﹤0.01% 556