Wells Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $77.5K | Sell |
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|
2024
Q4 | $168K | Hold |
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|
2024
Q3 | $170K | Sell |
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|
2024
Q2 | $218K | Hold |
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|
2024
Q1 | $218K | Hold |
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|
2023
Q4 | $219K | Hold |
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $215K | Sell |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | $156K | Hold |
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|
2022
Q2 | $161K | Hold |
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|
2022
Q1 | $167K | Hold |
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|
2021
Q4 | $176K | Buy |
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|
2021
Q3 | $158K | Hold |
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|
2021
Q2 | $159K | Hold |
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|
2021
Q1 | $157K | Hold |
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|
2020
Q4 | $162K | Buy |
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