J.W. Cole 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 | $5.89M | Buy |
+252,442
| New | +$5.89M | 0.13% | 172 |
|
|
2025
Q1 | – | Sell |
-270,416
| Closed | -$6.17M | – | 1305 |
|
|
2024
Q4 | $6.17M | Sell |
270,416
-27,635
| -9% | -$630K | 0.25% | 86 |
|
|
2024
Q3 | $7.01M | Buy |
298,051
+109,370
| +58% | +$2.57M | 0.29% | 67 |
|
|
2024
Q2 | $4.28M | Buy |
188,681
+40,287
| +27% | +$913K | 0.2% | 105 |
|
|
2024
Q1 | $3.39M | Buy |
+148,394
| New | +$3.39M | 0.17% | 134 |
|