Cary Street Partners Investment Advisory’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
Q4 | – | Sell |
-28,907
| Closed | -$680K | – | 605 |
|
|
2024
Q3 | $680K | Buy |
28,907
+10,926
| +61% | +$257K | 0.03% | 436 |
|
|
2024
Q2 | $408K | Buy |
17,981
+7,861
| +78% | +$178K | 0.02% | 520 |
|
|
2024
Q1 | $231K | Buy |
+10,120
| New | +$231K | 0.01% | 633 |
|
|
2023
Q4 | – | Sell |
-1,119
| Closed | -$24.5K | – | 1162 |
|
|
2023
Q3 | $24.5K | Buy |
+1,119
| New | +$24.5K | ﹤0.01% | 1055 |
|