Fulton Breakefield Broenniman’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 | $2.69M | Buy |
115,469
+3,415
| +3% | +$79.7K | 0.18% | 66 |
|
|
2025
Q1 | $2.59M | Buy |
112,054
+22,319
| +25% | +$516K | 0.19% | 66 |
|
|
2024
Q4 | $2.05M | Buy |
89,735
+17,417
| +24% | +$397K | 0.15% | 75 |
|
|
2024
Q3 | $1.7M | Buy |
72,318
+11,312
| +19% | +$266K | 0.12% | 81 |
|
|
2024
Q2 | $1.38M | Buy |
61,006
+5,069
| +9% | +$115K | 0.1% | 83 |
|
|
2024
Q1 | $1.28M | Buy |
55,937
+28,443
| +103% | +$649K | 0.1% | 80 |
|
|
2023
Q4 | $634K | Buy |
27,494
+8,429
| +44% | +$194K | 0.05% | 99 |
|
|
2023
Q3 | $418K | Buy |
19,065
+5,905
| +45% | +$129K | 0.04% | 116 |
|
|
2023
Q2 | $295K | Buy |
+13,160
| New | +$295K | 0.02% | 148 |
|