Cabot Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Cabot Wealth Management’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.83M	Buy
2025 Q2	$1.74M	Buy
2025 Q1	$1.68M	Buy
2024 Q4	$1.62M	Buy
2024 Q3	$1.65M	Buy
2024 Q2	$933K	Buy
2024 Q1	$741K	Buy
2023 Q4	$663K	Buy
2023 Q3	$588K	Buy