Integrated Wealth Concepts’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 | $894K | Sell |
38,304
-2,414
| -6% | -$56.3K | 0.01% | 986 |
|
|
2025
Q1 | $942K | Buy |
40,718
+10,382
| +34% | +$240K | 0.01% | 856 |
|
|
2024
Q4 | $692K | Sell |
30,336
-1,374
| -4% | -$31.3K | 0.01% | 981 |
|
|
2024
Q3 | $746K | Buy |
31,710
+7,107
| +29% | +$167K | 0.01% | 924 |
|
|
2024
Q2 | $558K | Buy |
24,603
+297
| +1% | +$6.73K | 0.01% | 1002 |
|
|
2024
Q1 | $555K | Buy |
24,306
+6,826
| +39% | +$156K | 0.01% | 1011 |
|
|
2023
Q4 | $403K | Buy |
17,480
+30
| +0.2% | +$692 | 0.01% | 1097 |
|
|
2023
Q3 | $382K | Buy |
17,450
+1,513
| +9% | +$33.1K | 0.01% | 1109 |
|
|
2023
Q2 | $358K | Buy |
+15,937
| New | +$358K | 0.01% | 1146 |
|