Ellis Investment Partners’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
2025
Q4
$517K Buy
2022
Q4
Sell
2022
Q3
$35K Buy
2022
Q2
$37K Buy
2022
Q1
$39K Buy
2021
Q4
$42K Buy
2021
Q3
$43K Buy
2021
Q2
$43K Buy
2021
Q1
$42K Buy
2020
Q4
$44K Buy
2020
Q3
$43K Buy
2020
Q2
$42K Buy
2020
Q1
$38K Buy