Barrett & Company’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 | $116K | Buy |
4,958
+1,958
| +65% | +$45.7K | 0.04% | 193 |
|
|
2025
Q1 | $69.4K | Hold |
3,000
| – | – | 0.03% | 230 |
|
|
2024
Q4 | $68.4K | Buy |
3,000
+2,000
| +200% | +$45.6K | 0.03% | 233 |
|
|
2024
Q3 | $23.5K | Hold |
1,000
| – | – | 0.01% | 346 |
|
|
2024
Q2 | $22.7K | Hold |
1,000
| – | – | 0.01% | 358 |
|
|
2024
Q1 | $22.8K | Buy |
+1,000
| New | +$22.8K | 0.01% | 361 |
|