Commonwealth Financial Services’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 | $9.46M | Buy |
405,524
+3,355
| +0.8% | +$78.3K | 1.82% | 14 |
|
2025
Q1 | $9.3M | Sell |
402,169
-420
| -0.1% | -$9.72K | 1.91% | 11 |
|
2024
Q4 | $9.18M | Buy |
402,589
+6,499
| +2% | +$148K | 1.8% | 16 |
|
2024
Q3 | $9.29M | Buy |
396,090
+22,000
| +6% | +$516K | 1.83% | 14 |
|
2024
Q2 | $8.51M | Buy |
374,090
+358,552
| +2,308% | +$8.16M | 1.75% | 19 |
|
2024
Q1 | $358K | Hold |
15,538
| – | – | 0.08% | 119 |
|
2023
Q4 | $358K | Buy |
15,538
+6,352
| +69% | +$147K | 0.08% | 117 |
|
2023
Q3 | $201K | Buy |
+9,186
| New | +$201K | 0.06% | 179 |
|