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Kesler Norman & Wride’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
$1.51M Sell
64,576
-336
-0.5% -$7.84K 0.27% 84
2025
Q1
$1.5M Sell
64,912
-404
-0.6% -$9.35K 0.29% 85
2024
Q4
$1.49M Buy
65,316
+31,288
+92% +$713K 0.32% 71
2024
Q3
$800K Buy
34,028
+1,349
+4% +$31.7K 0.16% 125
2024
Q2
$741K Sell
32,679
-510
-2% -$11.6K 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% -$234K 0.18% 113
2023
Q3
$956K Sell
43,675
-21,801
-33% -$477K 0.24% 104
2023
Q2
$1.47M Sell
65,476
-2,679
-4% -$60.1K 0.36% 86
2023
Q1
$1.56M Sell
68,155
-1,330
-2% -$30.4K 0.39% 84
2022
Q4
$1.54M Sell
69,485
-5,445
-7% -$121K 0.4% 82
2022
Q3
$1.63M Sell
74,930
-4,047
-5% -$88.2K 0.46% 69
2022
Q2
$1.81M Sell
78,977
-133
-0.2% -$3.04K 0.5% 68
2022
Q1
$1.94M Buy
79,110
+191
+0.2% +$4.68K 0.43% 66
2021
Q4
$2.08M Buy
78,919
+1,513
+2% +$39.8K 0.44% 64
2021
Q3
$2.06M Buy
+77,406
New +$2.06M 0.49% 65