Commonwealth Financial Services’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.8M	Buy	464,345 +31,519	+7%	+$737K	1.71%	17
2025 Q4	$10.1M	Buy	432,826 +16,488	+4%	+$386K	1.67%	14
2025 Q3	$9.77M	Buy	416,338 +10,814	+3%	+$253K	1.67%	15
2025 Q2	$9.46M	Buy	405,524 +3,355	+0.8%	+$77.4K	1.82%	14
2025 Q1	$9.3M	Sell	402,169 -420	-0.1%	-$9.63K	1.91%	11
2024 Q4	$9.18M	Buy	402,589 +6,499	+2%	+$150K	1.8%	16
2024 Q3	$9.29M	Buy	396,090 +22,000	+6%	+$510K	1.83%	14
2024 Q2	$8.51M	Buy	374,090 +358,552	+2,308%	+$8.09M	1.75%	19
2024 Q1	$358K	Hold	15,538	–	–	0.08%	119
2023 Q4	$358K	Buy	15,538 +6,352	+69%	+$141K	0.08%	117
2023 Q3	$201K	Buy	+9,186	New	+$204K	0.06%	179