Foundation Wealth Management (Missouri)’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 | $455K | Buy |
19,504
+671
| +4% | +$15.7K | 0.32% | 32 |
|
|
2025
Q1 | $436K | Buy |
18,833
+3,940
| +26% | +$91.1K | 0.34% | 27 |
|
|
2024
Q4 | $340K | Buy |
14,893
+1,529
| +11% | +$34.9K | 0.26% | 32 |
|
|
2024
Q3 | $314K | Buy |
13,364
+1,829
| +16% | +$43K | 0.24% | 33 |
|
|
2024
Q2 | $262K | Buy |
11,535
+1,326
| +13% | +$30.1K | 0.2% | 36 |
|
|
2024
Q1 | $233K | Buy |
+10,209
| New | +$233K | 0.19% | 34 |
|