Baron Silver Stevens Financial 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 | $976K | Buy |
+41,824
| New | +$976K | 0.16% | 60 |
|
|
2024
Q3 | – | Sell |
-32,365
| Closed | -$734K | – | 121 |
|
|
2024
Q2 | $734K | Sell |
32,365
-2,667
| -8% | -$60.5K | 0.14% | 59 |
|
|
2024
Q1 | $799K | Buy |
+35,032
| New | +$799K | 0.15% | 59 |
|
|
2023
Q4 | – | Sell |
-12,336
| Closed | -$270K | – | 110 |
|
|
2023
Q3 | $270K | Buy |
12,336
+137
| +1% | +$3K | 0.06% | 84 |
|
|
2023
Q2 | $274K | Buy |
12,199
+44
| +0.4% | +$988 | 0.06% | 86 |
|
|
2023
Q1 | $278K | Buy |
+12,155
| New | +$278K | 0.07% | 80 |
|