Kestra Advisory Services’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	$18.8M	Buy	806,928 +129,281	+19%	+$3.02M	0.07%	281
2025 Q4	$15.9M	Buy	677,647 +129,861	+24%	+$3.04M	0.07%	301
2025 Q3	$12.9M	Buy	547,786 +11,116	+2%	+$260K	0.06%	330
2025 Q2	$12.5M	Buy	536,670 +88,240	+20%	+$2.04M	0.06%	317
2025 Q1	$10.4M	Buy	448,430 +38,566	+9%	+$884K	0.05%	334
2024 Q4	$9.34M	Buy	409,864 +178,283	+77%	+$4.11M	0.05%	368
2024 Q3	$5.44M	Buy	231,581 +43,043	+23%	+$998K	0.03%	560
2024 Q2	$4.27M	Buy	188,538 +23,865	+14%	+$538K	0.02%	648
2024 Q1	$3.76M	Buy	164,673 +35,314	+27%	+$806K	0.03%	622
2023 Q4	$2.98M	Buy	129,359 +95,141	+278%	+$2.11M	0.02%	642
2023 Q3	$749K	Buy	+34,218	New	+$761K	0.01%	1146