Wolf Group Capital Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-19,620
| Closed | -$511K | – | 122 |
|
2021
Q4 | $511K | Buy |
+19,620
| New | +$511K | 0.08% | 115 |
|
2019
Q3 | – | Hold |
0
| – | -$203K | – | 81 |
|
2019
Q2 | – | Hold |
0
| – | -$216K | – | 81 |
|
2019
Q1 | – | Hold |
0
| – | -$205K | – | 82 |
|
2018
Q4 | – | Hold |
0
| – | -$207K | – | 79 |
|
2018
Q3 | – | Hold |
0
| – | – | – | 90 |
|