Barrett & Company’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Barrett & Company’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$187K	Buy
2025 Q2	$116K	Buy
2025 Q1	$69.4K	Hold
2024 Q4	$68.4K	Buy
2024 Q3	$23.5K	Hold
2024 Q2	$22.7K	Hold
2024 Q1	$22.8K	Buy