BWM
BCS Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,258
| Closed | -$469K | – | 271 |
|
|
2025
Q1 | $469K | Hold |
20,258
| – | – | 0.12% | 156 |
|
|
2024
Q4 | $462K | Hold |
20,258
| – | – | 0.11% | 155 |
|
|
2024
Q3 | $476K | Hold |
20,258
| – | – | 0.2% | 99 |
|
|
2024
Q2 | $459K | Hold |
20,258
| – | – | 0.22% | 92 |
|
|
2024
Q1 | $462K | Buy |
20,258
+10,893
| +116% | +$248K | 0.15% | 142 |
|
|
2023
Q4 | $216K | Buy |
+9,365
| New | +$216K | 0.08% | 212 |
|