Advisors Capital Management’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
$21.8M Buy
934,505
+73,791
+9% +$1.72M 0.3% 103
2025
Q1
$19.9M Buy
860,714
+63,333
+8% +$1.46M 0.31% 105
2024
Q4
$18.2M Buy
797,381
+34,279
+4% +$782K 0.29% 106
2024
Q3
$17.9M Buy
763,102
+25,195
+3% +$592K 0.29% 105
2024
Q2
$16.7M Buy
737,907
+41,802
+6% +$948K 0.29% 103
2024
Q1
$15.9M Buy
696,105
+50,240
+8% +$1.15M 0.29% 105
2023
Q4
$14.9M Buy
+645,865
New +$14.9M 0.3% 104
2023
Q3
Sell
-593,416
Closed -$13.3M 434
2023
Q2
$13.3M Buy
+593,416
New +$13.3M 0.32% 104