Klingman & Associates’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	$36.8M	Buy	1,580,678 +41,673	+3%	+$975K	1.76%	13
2025 Q4	$36M	Buy	1,539,005 +117,113	+8%	+$2.74M	1.74%	12
2025 Q3	$33.4M	Buy	1,421,892 +75,335	+6%	+$1.76M	1.68%	13
2025 Q2	$31.4M	Buy	1,346,557 +13,955	+1%	+$322K	1.73%	13
2025 Q1	$30.8M	Buy	1,332,602 +50,993	+4%	+$1.17M	1.89%	13
2024 Q4	$29.2M	Buy	1,281,609 +70,290	+6%	+$1.62M	1.8%	13
2024 Q3	$28.5M	Buy	1,211,319 +25,806	+2%	+$598K	1.76%	15
2024 Q2	$26.9M	Sell	1,185,513 -23,629	-2%	-$533K	1.82%	13
2024 Q1	$27.6M	Buy	1,209,142 +33,028	+3%	+$754K	1.92%	14
2023 Q4	$27.1M	Buy	1,176,114 +47,450	+4%	+$1.05M	1.99%	12
2023 Q3	$24.7M	Buy	1,128,664 +31,112	+3%	+$692K	2%	14
2023 Q2	$24.6M	Buy	1,097,552 +19,379	+2%	+$439K	1.99%	14
2023 Q1	$24.7M	Buy	1,078,173 +56,563	+6%	+$1.28M	2.12%	13
2022 Q4	$22.6M	Buy	1,021,610 +332,952	+48%	+$7.33M	1.99%	20
2022 Q3	$15M	Buy	688,658 +167,223	+32%	+$3.83M	1.47%	24
2022 Q2	$11.9M	Buy	+521,435	New	+$12.1M	1.16%	23