Kesler Norman & Wride’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	$4M	Buy	172,172 +49,903	+41%	+$1.17M	0.69%	49
2025 Q4	$2.86M	Buy	122,269 +56,953	+87%	+$1.33M	0.49%	59
2025 Q3	$1.49M	Buy	65,316 +740	+1%	+$17.3K	0.29%	76
2025 Q2	$1.51M	Sell	64,576 -336	-0.5%	-$7.75K	0.27%	84
2025 Q1	$1.5M	Sell	64,912 -404	-0.6%	-$9.26K	0.29%	85
2024 Q4	$1.49M	Buy	65,316 +31,288	+92%	+$721K	0.32%	71
2024 Q3	$800K	Buy	34,028 +1,349	+4%	+$31.3K	0.16%	125
2024 Q2	$741K	Sell	32,679 -510	-2%	-$11.5K	0.16%	114
2024 Q1	$757K	Sell	33,189 -343	-1%	-$7.83K	0.16%	113
2023 Q4	$774K	Sell	33,532 -10,143	-23%	-$225K	0.18%	113
2023 Q3	$956K	Sell	43,675 -21,801	-33%	-$485K	0.24%	104
2023 Q2	$1.47M	Sell	65,476 -2,679	-4%	-$60.7K	0.36%	86
2023 Q1	$1.56M	Sell	68,155 -1,330	-2%	-$30.1K	0.39%	84
2022 Q4	$1.54M	Sell	69,485 -5,445	-7%	-$120K	0.4%	82
2022 Q3	$1.63M	Sell	74,930 -4,047	-5%	-$92.7K	0.46%	69
2022 Q2	$1.8M	Sell	78,977 -133	-0.2%	-$3.1K	0.5%	68
2022 Q1	$1.94M	Buy	79,110 +191	+0.2%	+$4.82K	0.43%	66
2021 Q4	$2.08M	Buy	78,919 +1,513	+2%	+$40K	0.44%	64
2021 Q3	$2.06M	Buy	+77,406	New	+$2.09M	0.49%	65