Fortis Capital 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	$590K	Sell	25,272 -9,332	-27%	-$218K	0.09%	98
2025 Q1	$800K	Buy	34,604 +22,769	+192%	+$527K	0.16%	75
2024 Q4	$270K	Sell	11,835 -9,696	-45%	-$221K	0.05%	112
2024 Q3	$506K	Buy	+21,531	New	+$506K	0.1%	94