Autumn Glory Partners’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 | $558K | Hold |
23,929
| – | – | 0.26% | 108 |
|
|
2025
Q1 | $553K | Buy |
23,929
+6,566
| +38% | +$152K | 0.27% | 101 |
|
|
2024
Q4 | $396K | Buy |
17,363
+129
| +0.7% | +$2.94K | 0.19% | 114 |
|
|
2024
Q3 | $405K | Hold |
17,234
| – | – | 0.16% | 150 |
|
|
2024
Q2 | $391K | Hold |
17,234
| – | – | 0.2% | 103 |
|
|
2024
Q1 | $393K | Hold |
17,234
| – | – | 0.19% | 102 |
|
|
2023
Q4 | $396K | Buy |
17,234
+742
| +4% | +$17.1K | 0.23% | 97 |
|
|
2023
Q3 | $361K | Buy |
16,492
+5,163
| +46% | +$113K | 0.22% | 101 |
|
|
2023
Q2 | $254K | Buy |
+11,329
| New | +$254K | 0.19% | 114 |
|