Harbor Advisory Corp’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
$1.84M Buy
78,820
+4,500
+6% +$105K 0.59% 40
2025
Q1
$1.72M Buy
74,320
+9,671
+15% +$224K 0.58% 44
2024
Q4
$1.47M Buy
64,649
+55,799
+630% +$1.27M 0.48% 50
2024
Q3
$208K Sell
8,850
-9,000
-50% -$212K 0.07% 88
2024
Q2
$405K Buy
+17,850
New +$405K 0.14% 69