Kestra Advisory Services’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
536,670
+88,240
| +20% | +$2.06M | 0.06% | 316 |
|
|
2025
Q1 | $10.4M | Buy |
448,430
+38,566
| +9% | +$892K | 0.05% | 334 |
|
|
2024
Q4 | $9.34M | Buy |
409,864
+178,283
| +77% | +$4.06M | 0.05% | 368 |
|
|
2024
Q3 | $5.44M | Buy |
231,581
+43,043
| +23% | +$1.01M | 0.03% | 560 |
|
|
2024
Q2 | $4.27M | Buy |
188,538
+23,865
| +14% | +$541K | 0.02% | 647 |
|
|
2024
Q1 | $3.76M | Buy |
164,673
+35,314
| +27% | +$806K | 0.03% | 622 |
|
|
2023
Q4 | $2.98M | Buy |
129,359
+95,141
| +278% | +$2.19M | 0.02% | 642 |
|
|
2023
Q3 | $749K | Buy |
+34,218
| New | +$749K | 0.01% | 1146 |
|