Envision Financial 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 | $11.9M | Buy |
512,009
+15,683
| +3% | +$366K | 5.59% | 8 |
|
|
2025
Q1 | $11.5M | Buy |
496,326
+11,691
| +2% | +$270K | 5.85% | 8 |
|
|
2024
Q4 | $11M | Buy |
484,635
+11,710
| +2% | +$267K | 5.71% | 8 |
|
|
2024
Q3 | $11.1M | Buy |
472,925
+15,834
| +3% | +$372K | 5.85% | 8 |
|
|
2024
Q2 | $10.4M | Buy |
457,091
+16,939
| +4% | +$384K | 7.91% | 5 |
|
|
2024
Q1 | $10M | Buy |
440,152
+27,450
| +7% | +$626K | 8.11% | 5 |
|
|
2023
Q4 | $9.52M | Buy |
412,702
+15,647
| +4% | +$361K | 8.34% | 4 |
|
|
2023
Q3 | $8.7M | Buy |
+397,055
| New | +$8.7M | 8.61% | 2 |
|