Dakota Wealth Management’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
$381K Sell
16,330
-1,000
-6% -$23.3K 0.01% 559
2025
Q1
$401K Buy
17,330
+430
+3% +$9.95K 0.01% 556
2024
Q4
$385K Buy
+16,900
New +$385K 0.01% 554