Houlihan Financial Resource Group’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 | $4.73M | Buy |
202,900
+952
| +0.5% | +$22.2K | 1.96% | 16 |
|
|
2025
Q1 | $4.67M | Sell |
201,948
-2,098
| -1% | -$48.5K | 2.1% | 17 |
|
|
2024
Q4 | $4.65M | Buy |
204,046
+15,552
| +8% | +$355K | 1.98% | 17 |
|
|
2024
Q3 | $4.43M | Buy |
188,494
+31,275
| +20% | +$735K | 1.83% | 19 |
|
|
2024
Q2 | $3.56M | Buy |
157,219
+10,940
| +7% | +$248K | 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% | +$1.77M | 1.22% | 29 |
|
|
2023
Q3 | $699K | Buy |
+32,279
| New | +$699K | 0.37% | 50 |
|