GWA
Gratus Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.4M | Buy |
1,344,114
+24,810
| +2% | +$579K | 4.75% | 9 |
|
|
2025
Q1 | $30.5M | Buy |
1,319,304
+55,130
| +4% | +$1.28M | 5.01% | 9 |
|
|
2024
Q4 | $28.8M | Buy |
1,264,174
+1,244,871
| +6,449% | +$28.4M | 4.61% | 9 |
|
|
2024
Q3 | $447K | Buy |
19,303
+1,375
| +8% | +$31.9K | 0.07% | 96 |
|
|
2024
Q2 | $410K | Sell |
17,928
-2,359
| -12% | -$53.9K | 0.07% | 96 |
|
|
2024
Q1 | $453K | Buy |
20,287
+2,499
| +14% | +$55.8K | 0.08% | 94 |
|
|
2023
Q4 | $410K | Buy |
+17,788
| New | +$410K | 0.08% | 94 |
|