Klingman & Associates’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 | $31.4M | Buy |
1,346,557
+13,955
| +1% | +$326K | 1.73% | 13 |
|
|
2025
Q1 | $30.8M | Buy |
1,332,602
+50,993
| +4% | +$1.18M | 1.89% | 13 |
|
|
2024
Q4 | $29.2M | Buy |
1,281,609
+70,290
| +6% | +$1.6M | 1.8% | 13 |
|
|
2024
Q3 | $28.5M | Buy |
1,211,319
+25,806
| +2% | +$607K | 1.76% | 15 |
|
|
2024
Q2 | $26.9M | Sell |
1,185,513
-23,629
| -2% | -$536K | 1.82% | 13 |
|
|
2024
Q1 | $27.6M | Buy |
1,209,142
+33,028
| +3% | +$754K | 1.91% | 14 |
|
|
2023
Q4 | $27.1M | Buy |
1,176,114
+47,450
| +4% | +$1.09M | 1.99% | 12 |
|
|
2023
Q3 | $24.7M | Buy |
1,128,664
+31,112
| +3% | +$681K | 2% | 14 |
|
|
2023
Q2 | $24.6M | Buy |
1,097,552
+19,379
| +2% | +$435K | 1.99% | 14 |
|
|
2023
Q1 | $24.7M | Buy |
1,078,173
+56,563
| +6% | +$1.29M | 2.12% | 13 |
|
|
2022
Q4 | $22.6M | Buy |
1,021,610
+332,952
| +48% | +$7.38M | 1.99% | 20 |
|
|
2022
Q3 | $15M | Buy |
688,658
+167,223
| +32% | +$3.64M | 1.47% | 24 |
|
|
2022
Q2 | $11.9M | Buy |
+521,435
| New | +$11.9M | 1.16% | 23 |
|