Keeler Thomas Management’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	$2.48M	Sell	106,833 -78,079	-42%	-$1.83M	1.05%	28
2025 Q4	$4.33M	Sell	184,912 -1,190	-0.6%	-$27.9K	2.06%	13
2025 Q3	$4.37M	Buy	186,102 +696	+0.4%	+$16.3K	1.78%	16
2025 Q2	$4.33M	Sell	185,406 -18,869	-9%	-$435K	1.86%	15
2025 Q1	$4.72M	Sell	204,275 -64,939	-24%	-$1.49M	2.32%	12
2024 Q4	$6.14M	Sell	269,214 -17,057	-6%	-$393K	2.19%	11
2024 Q3	$6.73M	Sell	286,271 -1,607	-0.6%	-$37.2K	2.13%	10
2024 Q2	$6.53M	Buy	287,878 +366	+0.1%	+$8.26K	2.23%	11
2024 Q1	$6.56M	Buy	287,512 +12,706	+5%	+$290K	2.25%	10
2023 Q4	$6.34M	Buy	274,806 +10,343	+4%	+$229K	2.5%	10
2023 Q3	$5.93M	Buy	264,463 +12,761	+5%	+$284K	2.19%	13
2023 Q2	$5.66M	Buy	251,702 +58,519	+30%	+$1.33M	2.28%	14
2023 Q1	$4.42M	Buy	193,183 +153,233	+384%	+$3.46M	2.08%	16
2022 Q4	$886K	Buy	+39,950	New	+$880K	0.45%	52