Houlihan Financial Resource Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.19M	Buy	223,165 +4,233	+2%	+$99K	2.02%	16
2025 Q4	$5.14M	Buy	218,932 +122,602	+127%	+$2.87M	1.95%	16
2025 Q3	$2.26M	Sell	96,330 -106,570	-53%	-$2.49M	1.99%	17
2025 Q2	$4.73M	Buy	202,900 +952	+0.5%	+$22K	1.96%	16
2025 Q1	$4.67M	Sell	201,948 -2,098	-1%	-$48.1K	2.1%	17
2024 Q4	$4.65M	Buy	204,046 +15,552	+8%	+$358K	1.98%	17
2024 Q3	$4.43M	Buy	188,494 +31,275	+20%	+$725K	1.83%	19
2024 Q2	$3.56M	Buy	157,219 +10,940	+7%	+$247K	2.43%	15
2024 Q1	$3.34M	Buy	146,279 +37,200	+34%	+$849K	1.5%	27
2023 Q4	$2.52M	Buy	109,079 +76,800	+238%	+$1.7M	1.22%	29
2023 Q3	$699K	Buy	+32,279	New	+$718K	0.37%	50