Allworth Financial’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 | $1.84M | Buy |
78,874
+17,103
| +28% | +$399K | 0.01% | 496 |
|
|
2025
Q1 | $1.42M | Sell |
61,771
-2,470
| -4% | -$57K | 0.01% | 460 |
|
|
2024
Q4 | $1.47M | Buy |
64,241
+47,323
| +280% | +$1.08M | 0.01% | 458 |
|
|
2024
Q3 | $398K | Hold |
16,918
| – | – | ﹤0.01% | 634 |
|
|
2024
Q2 | $387K | Buy |
16,918
+16,009
| +1,761% | +$366K | ﹤0.01% | 633 |
|
|
2024
Q1 | $20.7K | Hold |
909
| – | – | ﹤0.01% | 1752 |
|
|
2023
Q4 | $21K | Buy |
+909
| New | +$21K | ﹤0.01% | 1625 |
|