Beacon Pointe Advisors’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 | $4.41M | Buy |
188,990
+4,769
| +3% | +$111K | 0.05% | 337 |
|
|
2025
Q1 | $4.26M | Buy |
184,221
+22,297
| +14% | +$516K | 0.05% | 331 |
|
|
2024
Q4 | $3.69M | Buy |
161,924
+23,518
| +17% | +$536K | 0.04% | 337 |
|
|
2024
Q3 | $3.25M | Buy |
138,406
+9,852
| +8% | +$232K | 0.04% | 372 |
|
|
2024
Q2 | $2.91M | Buy |
128,554
+36,030
| +39% | +$817K | 0.03% | 402 |
|
|
2024
Q1 | $2.11M | Buy |
92,524
+35,404
| +62% | +$808K | 0.02% | 482 |
|
|
2023
Q4 | $1.32M | Buy |
57,120
+16,948
| +42% | +$391K | 0.02% | 582 |
|
|
2023
Q3 | $880K | Buy |
40,172
+15,409
| +62% | +$337K | 0.01% | 667 |
|
|
2023
Q2 | $556K | Buy |
24,763
+2,805
| +13% | +$63K | 0.01% | 670 |
|
|
2023
Q1 | $502K | Buy |
+21,958
| New | +$502K | 0.01% | 755 |
|