Ownership history in REBALANCE, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which REBALANCE, LLC reported a position in ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 772,737 | +70,108 | +10.0% | 1.09% | $18.7M | $24.07 |
| 2025 Q3 | ADDED | 702,629 | +248,724 | +54.8% | 1.03% | $17.1M | $23.80 |
| 2025 Q2 | ADDED | 453,905 | +7,197 | +1.6% | 0.75% | $11.0M | $23.50 |
| 2025 Q1 | ADDED | 446,708 | +120,386 | +36.9% | 0.80% | $10.8M | $23.22 |
As of 2025 Q4 — sorted by position size