Creative Planning’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 | $1.37M | Sell |
58,570
-7,223
| -11% | -$169K | ﹤0.01% | 1604 |
|
|
2025
Q1 | $1.52M | Buy |
65,793
+14,444
| +28% | +$334K | ﹤0.01% | 1383 |
|
|
2024
Q4 | $1.17M | Buy |
51,349
+11,129
| +28% | +$254K | ﹤0.01% | 1519 |
|
|
2024
Q3 | $946K | Buy |
40,220
+2,213
| +6% | +$52K | ﹤0.01% | 1558 |
|
|
2024
Q2 | $862K | Buy |
38,007
+27,564
| +264% | +$625K | ﹤0.01% | 1517 |
|
|
2024
Q1 | $238K | Buy |
+10,443
| New | +$238K | ﹤0.01% | 2430 |
|
|
2023
Q4 | – | Sell |
-173
| Closed | -$3.79K | – | 2858 |
|
|
2023
Q3 | $3.79K | Buy |
+173
| New | +$3.79K | ﹤0.01% | 2706 |
|