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Clearstead Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Clearstead Advisors’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$469K Buy
20,090
+4,922
+32% +$115K 0.01% 628
2025
Q1 		$351K Buy
15,168
+5,566
+58% +$129K 0.01% 662
2024
Q4 		$219K Hold
9,602
– – ﹤0.01% 823
2024
Q3 		$226K Buy
+9,602
New +$226K ﹤0.01% 816