WWM
WJ Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Sell |
153,720
-96,938
| -39% | -$2.35M | 1.18% | 26 |
|
|
2025
Q1 | $6.07M | Sell |
250,658
-269,696
| -52% | -$6.53M | 2.15% | 16 |
|
|
2024
Q4 | $12.5M | Buy |
520,354
+991
| +0.2% | +$23.9K | 4.31% | 7 |
|
|
2024
Q3 | $12.6M | Buy |
519,363
+85,132
| +20% | +$2.07M | 4.44% | 8 |
|
|
2024
Q2 | $10.3M | Buy |
434,231
+17,879
| +4% | +$426K | 3.76% | 10 |
|
|
2024
Q1 | $9.93M | Buy |
416,352
+88,446
| +27% | +$2.11M | 3.95% | 9 |
|
|
2023
Q4 | $7.84M | Buy |
+327,906
| New | +$7.84M | 3.41% | 9 |
|