Willis Johnson & Associates’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 | $326K | Hold |
13,440
| – | – | 0.02% | 119 |
|
2025
Q1 | $325K | Hold |
13,440
| – | – | 0.02% | 119 |
|
2024
Q4 | $324K | Hold |
13,440
| – | – | 0.02% | 112 |
|
2024
Q3 | $327K | Hold |
13,440
| – | – | 0.02% | 119 |
|
2024
Q2 | $320K | Sell |
13,440
-3,700
| -22% | -$88.1K | 0.03% | 115 |
|
2024
Q1 | $409K | Hold |
17,140
| – | – | 0.04% | 99 |
|
2023
Q4 | $410K | Hold |
17,140
| – | – | 0.04% | 90 |
|
2023
Q3 | $400K | Hold |
17,140
| – | – | 0.04% | 86 |
|
2023
Q2 | $402K | Hold |
17,140
| – | – | 0.04% | 85 |
|
2023
Q1 | $407K | Buy |
+17,140
| New | +$407K | 0.05% | 80 |
|