Bartlett & Co Wealth Management’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 | $12.4K | Hold |
530
| – | – | ﹤0.01% | 893 |
|
2025
Q1 | $12.3K | Sell |
530
-70
| -12% | -$1.62K | ﹤0.01% | 896 |
|
2024
Q4 | $13.7K | Hold |
600
| – | – | ﹤0.01% | 869 |
|
2024
Q3 | $14.1K | Hold |
600
| – | – | ﹤0.01% | 872 |
|
2024
Q2 | $13.6K | Hold |
600
| – | – | ﹤0.01% | 879 |
|
2024
Q1 | $13.7K | Hold |
600
| – | – | ﹤0.01% | 878 |
|
2023
Q4 | $13.8K | Hold |
600
| – | – | ﹤0.01% | 950 |
|
2023
Q3 | $13.1K | Hold |
600
| – | – | ﹤0.01% | 895 |
|
2023
Q2 | $13.5K | Buy |
+600
| New | +$13.5K | ﹤0.01% | 887 |
|