Chesley Taft & Associates’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 | $2.05M | Buy |
87,900
+3,300
| +4% | +$77K | 0.09% | 147 |
|
|
2025
Q1 | $1.96M | Buy |
84,600
+10,400
| +14% | +$241K | 0.09% | 145 |
|
|
2024
Q4 | $1.69M | Buy |
74,200
+20,600
| +38% | +$470K | 0.08% | 157 |
|
|
2024
Q3 | $1.26M | Buy |
53,600
+15,800
| +42% | +$371K | 0.06% | 179 |
|
|
2024
Q2 | $857K | Buy |
37,800
+15,100
| +67% | +$342K | 0.04% | 200 |
|
|
2024
Q1 | $518K | Buy |
+22,700
| New | +$518K | 0.03% | 239 |
|