KTM
Keeler Thomas Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Sell |
185,406
-18,869
| -9% | -$440K | 1.86% | 15 |
|
|
2025
Q1 | $4.72M | Sell |
204,275
-64,939
| -24% | -$1.5M | 2.32% | 12 |
|
|
2024
Q4 | $6.14M | Sell |
269,214
-17,057
| -6% | -$389K | 2.19% | 11 |
|
|
2024
Q3 | $6.73M | Sell |
286,271
-1,607
| -0.6% | -$37.8K | 2.13% | 10 |
|
|
2024
Q2 | $6.53M | Buy |
287,878
+366
| +0.1% | +$8.3K | 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% | +$239K | 2.5% | 10 |
|
|
2023
Q3 | $5.93M | Buy |
264,463
+12,761
| +5% | +$286K | 2.19% | 13 |
|
|
2023
Q2 | $5.66M | Buy |
251,702
+58,519
| +30% | +$1.32M | 2.28% | 14 |
|
|
2023
Q1 | $4.42M | Buy |
193,183
+153,233
| +384% | +$3.51M | 2.08% | 16 |
|
|
2022
Q4 | $886K | Buy |
+39,950
| New | +$886K | 0.45% | 52 |
|