Janney Montgomery Scott’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.27M	Sell	183,465 -103,609	-36%	-$2.42M	0.01%	914
2025 Q4	$6.72M	Sell	287,074 -204,721	-42%	-$4.8M	0.02%	764
2025 Q3	$11.5M	Buy	491,795 +38,863	+9%	+$908K	0.03%	547
2025 Q2	$10.6M	Buy	452,932 +13,685	+3%	+$316K	0.03%	542
2025 Q1	$10.2M	Buy	439,247 +46,788	+12%	+$1.07M	0.03%	525
2024 Q4	$8.95M	Buy	392,459 +70,651	+22%	+$1.63M	0.02%	570
2024 Q3	$7.57M	Buy	321,808 +20,983	+7%	+$486K	0.02%	625
2024 Q2	$6.82M	Buy	300,825 +13,151	+5%	+$297K	0.02%	615
2024 Q1	$6.57M	Buy	287,674 +14,723	+5%	+$336K	0.02%	655
2023 Q4	$6.3M	Buy	272,951 +5,819	+2%	+$129K	0.02%	653
2023 Q3	$5.85M	Buy	267,132 +17,636	+7%	+$392K	0.02%	618
2023 Q2	$5.6M	Buy	+249,496	New	+$5.66M	0.02%	655
2023 Q1	–	Sell	-181,078	Closed	-$4.01M	–	2633
2022 Q4	$4.01M	Buy	+181,078	New	+$3.99M	0.02%	747
2021 Q1	–	Sell	-22,867	Closed	-$629K	–	2309
2020 Q4	$629K	Sell	22,867 -383	-2%	-$10.4K	﹤0.01%	1425
2020 Q3	$629K	Buy	23,250 +51	+0.2%	+$1.39K	﹤0.01%	1321
2020 Q2	$620K	Buy	+23,199	New	+$597K	﹤0.01%	1260