Benjamin Edwards Inc’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10M	Buy	430,083 +9,047	+2%	+$212K	0.1%	203
2025 Q4	$9.85M	Sell	421,036 -10,549	-2%	-$247K	0.11%	192
2025 Q3	$10.1M	Buy	431,585 +23,007	+6%	+$537K	0.11%	183
2025 Q2	$9.53M	Buy	408,578 +11,714	+3%	+$270K	0.12%	177
2025 Q1	$9.18M	Sell	396,864 -860,220	-68%	-$19.7M	0.13%	173
2024 Q4	$28.7M	Buy	1,257,084 +221,027	+21%	+$5.09M	0.41%	68
2024 Q3	$24.4M	Buy	1,036,057 +1,007,757	+3,561%	+$23.4M	0.35%	81
2024 Q2	$642K	Buy	28,300 +4,508	+19%	+$102K	0.12%	182
2024 Q1	$543K	Sell	23,792 -2,510	-10%	-$57.3K	0.11%	210
2023 Q4	$607K	Sell	26,302 -150	-0.6%	-$3.33K	0.13%	182
2023 Q3	$579K	Sell	26,452 -302	-1%	-$6.71K	0.14%	167
2023 Q2	$601K	Buy	26,754 +425	+2%	+$9.63K	0.14%	165
2023 Q1	$602K	Buy	26,329 +1,606	+6%	+$36.3K	0.15%	169
2022 Q4	$548K	Sell	24,723 -34,556	-58%	-$761K	0.14%	170
2022 Q3	$1.29M	Buy	59,279 +26,452	+81%	+$606K	0.39%	75
2022 Q2	$750K	Buy	32,827 +13,114	+67%	+$305K	0.22%	130
2022 Q1	$483K	Buy	19,713 +10,523	+115%	+$265K	0.14%	167
2021 Q4	$242K	Buy	9,190 +521	+6%	+$13.8K	0.08%	232
2021 Q3	$231K	Buy	8,669 +659	+8%	+$17.8K	0.14%	165
2021 Q2	$215K	Sell	8,010 -7	-0.1%	-$185	0.15%	158
2021 Q1	$209K	Buy	8,017 +1,321	+20%	+$35.3K	0.16%	152
2020 Q4	$184K	Buy	6,696 +1,672	+33%	+$45.5K	0.14%	150
2020 Q3	$136K	Buy	5,024 +766	+18%	+$20.8K	0.11%	150
2020 Q2	$114K	Sell	4,258 -9,028	-68%	-$232K	0.1%	150
2020 Q1	$320K	Buy	+13,286	New	+$338K	0.33%	104