Addison Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
11,145
-15
| -0.1% | -$350 | 0.06% | 180 |
|
|
2025
Q1 | $258K | Buy |
11,160
+250
| +2% | +$5.78K | 0.07% | 172 |
|
|
2024
Q4 | $249K | Sell |
10,910
-450
| -4% | -$10.3K | 0.07% | 175 |
|
|
2024
Q3 | $267K | Buy |
11,360
+450
| +4% | +$10.6K | 0.07% | 171 |
|
|
2024
Q2 | $247K | Buy |
10,910
+2,880
| +36% | +$65.3K | 0.08% | 163 |
|
|
2024
Q1 | $183K | Buy |
8,030
+1,350
| +20% | +$30.8K | 0.06% | 199 |
|
|
2023
Q4 | $154K | Buy |
6,680
+1,895
| +40% | +$43.7K | 0.06% | 215 |
|
|
2023
Q3 | $105K | Buy |
4,785
+3,675
| +331% | +$80.5K | 0.05% | 248 |
|
|
2023
Q2 | $24.9K | Buy |
+1,110
| New | +$24.9K | 0.01% | 390 |
|