YWM
Yoder 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 | $298K | Hold |
12,300
| – | – | 0.16% | 85 |
|
|
2025
Q1 | $298K | Buy |
+12,300
| New | +$298K | 0.17% | 82 |
|
|
2024
Q4 | – | Sell |
-13,800
| Closed | -$335K | – | 114 |
|
|
2024
Q3 | $335K | Hold |
13,800
| – | – | 0.2% | 73 |
|
|
2024
Q2 | $329K | Hold |
13,800
| – | – | 0.21% | 72 |
|
|
2024
Q1 | $329K | Buy |
+13,800
| New | +$329K | 0.21% | 72 |
|