James Investment Research’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 | $638K | Hold |
27,340
| – | – | 0.08% | 194 |
|
|
2025
Q1 | $632K | Hold |
27,340
| – | – | 0.08% | 188 |
|
|
2024
Q4 | $623K | Hold |
27,340
| – | – | 0.07% | 192 |
|
|
2024
Q3 | $643K | Hold |
27,340
| – | – | 0.07% | 193 |
|
|
2024
Q2 | $620K | Hold |
27,340
| – | – | 0.07% | 196 |
|
|
2024
Q1 | $624K | Buy |
27,340
+3,500
| +15% | +$79.9K | 0.07% | 192 |
|
|
2023
Q4 | $550K | Buy |
+23,840
| New | +$550K | 0.07% | 194 |
|