Benjamin F. Edwards & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.29M | Buy |
189,083
+32,343
| +21% | +$733K | 0.08% | 243 |
|
|
2024
Q1 | $3.58M | Buy |
156,740
+24,546
| +19% | +$560K | 0.07% | 259 |
|
|
2023
Q4 | $3.05M | Buy |
132,194
+130,994
| +10,916% | +$3.02M | 0.06% | 267 |
|
|
2023
Q3 | $26K | Hold |
1,200
| – | – | ﹤0.01% | 1198 |
|
|
2023
Q2 | $27K | Sell |
1,200
-512
| -30% | -$11.5K | ﹤0.01% | 1210 |
|
|
2023
Q1 | $39K | Buy |
1,712
+1,200
| +234% | +$27.3K | ﹤0.01% | 1150 |
|
|
2022
Q4 | $11K | Sell |
512
-844,516
| -100% | -$18.1M | ﹤0.01% | 1402 |
|
|
2022
Q3 | $18.4M | Buy |
845,028
+535,369
| +173% | +$11.7M | 0.92% | 18 |
|
|
2022
Q2 | $7.08M | Buy |
+309,659
| New | +$7.08M | 0.34% | 70 |
|
|
2020
Q2 | – | Sell |
-167,028
| Closed | -$4.03M | – | 1727 |
|
|
2020
Q1 | $4.03M | Buy |
+167,028
| New | +$4.03M | 0.34% | 75 |
|