Hamel Associates’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 | $4.79M | Sell |
205,435
-6,100
| -3% | -$142K | 1.62% | 27 |
|
|
2025
Q1 | $4.89M | Sell |
211,535
-90,887
| -30% | -$2.1M | 1.66% | 26 |
|
|
2024
Q4 | $6.9M | Buy |
302,422
+76,654
| +34% | +$1.75M | 2.22% | 17 |
|
|
2024
Q3 | $5.31M | Buy |
225,768
+31,275
| +16% | +$735K | 1.62% | 28 |
|
|
2024
Q2 | $4.41M | Buy |
194,493
+127,613
| +191% | +$2.89M | 1.39% | 30 |
|
|
2024
Q1 | $1.53M | Buy |
+66,880
| New | +$1.53M | 0.49% | 49 |
|