EP Wealth Advisors’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 | $593K | Buy |
25,421
+8,138
| +47% | +$190K | ﹤0.01% | 724 |
|
|
2025
Q1 | $400K | Sell |
17,283
-6
| -0% | -$139 | ﹤0.01% | 789 |
|
|
2024
Q4 | $394K | Buy |
17,289
+4,409
| +34% | +$101K | ﹤0.01% | 764 |
|
|
2024
Q3 | $303K | Hold |
12,880
| – | – | ﹤0.01% | 857 |
|
|
2024
Q2 | $292K | Hold |
12,880
| – | – | ﹤0.01% | 662 |
|
|
2024
Q1 | $294K | Buy |
+12,880
| New | +$294K | ﹤0.01% | 632 |
|