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

Centricity Wealth Management’s Portfolio IBDU Stock Details IBDU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.98M Buy
84,837
+6,697
+9% +$156K 1.58% 16
2025
Q1 		$1.81M Buy
78,140
+4,593
+6% +$106K 1.64% 16
2024
Q4 		$1.68M Buy
+73,547
New +$1.68M 1.57% 16