IFP Advisors’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 | $5.37M | Sell |
230,233
-99
| -0% | -$2.31K | 0.15% | 145 |
|
|
2025
Q1 | $5.33M | Buy |
230,332
+31,981
| +16% | +$740K | 0.16% | 136 |
|
|
2024
Q4 | $4.52M | Buy |
198,351
+99,770
| +101% | +$2.27M | 0.15% | 150 |
|
|
2024
Q3 | $2.32M | Buy |
98,581
+151
| +0.2% | +$3.55K | 0.08% | 268 |
|
|
2024
Q2 | $2.23M | Buy |
98,430
+1,630
| +2% | +$37K | 0.09% | 240 |
|
|
2024
Q1 | $2.21M | Buy |
96,800
+8,753
| +10% | +$200K | 0.1% | 228 |
|
|
2023
Q4 | $2.03M | Buy |
88,047
+85,409
| +3,238% | +$1.97M | 0.1% | 232 |
|
|
2023
Q3 | $57.8K | Sell |
2,638
-294
| -10% | -$6.44K | ﹤0.01% | 1492 |
|
|
2023
Q2 | $65.8K | Buy |
2,932
+215
| +8% | +$4.83K | ﹤0.01% | 1496 |
|
|
2023
Q1 | $68.3K | Buy |
2,717
+56
| +2% | +$1.41K | ﹤0.01% | 1424 |
|
|
2022
Q4 | $67K | Buy |
+2,661
| New | +$67K | ﹤0.01% | 2024 |
|