Executive Wealth Management’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
2024
Q4
$3.9M Buy
2024
Q3
$3.01M Buy
2024
Q2
Sell
2024
Q1
$629K Buy
2023
Q4
$310K Buy