CAPTRUST Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12M | Buy |
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|
2025
Q2 | $9.41M | Buy |
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|
2025
Q1 | $9.32M | Buy |
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|
2024
Q4 | $8.11M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $938K | Buy |
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|
2024
Q1 | $942K | Sell |
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|
2023
Q4 | $973K | Buy |
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|
2023
Q3 | $706K | Sell |
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|
2023
Q2 | $732K | Buy |
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|
2023
Q1 | $738K | Buy |
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|
2022
Q4 | $709K | Sell |
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|
2022
Q3 | $832K | Sell |
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|
2022
Q2 | $880K | Buy |
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|
2022
Q1 | $540K | Buy |
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|
2021
Q4 | $530K | Sell |
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|
2021
Q3 | $564K | Buy |
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|
2021
Q2 | $49K | Hold |
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|
2021
Q1 | $48K | Hold |
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|
2020
Q4 | $50K | Hold |
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|
2020
Q3 | $50K | Buy |
|