Jacobi Capital Management’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	$663K	Buy	28,417 +1,303	+5%	+$30.4K	0.04%	323
2025 Q1	$627K	Buy	27,114 +3,976	+17%	+$92K	0.05%	325
2024 Q4	$528K	Buy	23,138 +8,958	+63%	+$204K	0.04%	331
2024 Q3	$333K	Buy	+14,180	New	+$333K	0.03%	438