Cabot 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 | $1.74M | Buy |
74,640
+1,937
| +3% | +$45.2K | 0.21% | 86 |
|
|
2025
Q1 | $1.68M | Buy |
72,703
+1,789
| +3% | +$41.4K | 0.21% | 82 |
|
|
2024
Q4 | $1.62M | Buy |
70,914
+700
| +1% | +$16K | 0.21% | 83 |
|
|
2024
Q3 | $1.65M | Buy |
70,214
+29,071
| +71% | +$683K | 0.21% | 88 |
|
|
2024
Q2 | $933K | Buy |
41,143
+8,664
| +27% | +$196K | 0.12% | 103 |
|
|
2024
Q1 | $741K | Buy |
32,479
+3,748
| +13% | +$85.5K | 0.1% | 106 |
|
|
2023
Q4 | $663K | Buy |
28,731
+1,897
| +7% | +$43.8K | 0.09% | 102 |
|
|
2023
Q3 | $588K | Buy |
+26,834
| New | +$588K | 0.09% | 105 |
|