Laurel Wealth Advisors (North Carolina)’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 | $107M | Buy |
2,484,645
+2,382,445
| +2,331% | +$102M | 1.53% | 21 |
|
|
2025
Q1 | $2.36M | Buy |
102,200
+9,750
| +11% | +$226K | 0.37% | 68 |
|
|
2024
Q4 | $2.11M | Buy |
92,450
+23,150
| +33% | +$528K | 0.33% | 73 |
|
|
2024
Q3 | $1.63M | Buy |
69,300
+17,600
| +34% | +$414K | 0.26% | 83 |
|
|
2024
Q2 | $1.17M | Buy |
51,700
+30,950
| +149% | +$702K | 0.2% | 98 |
|
|
2024
Q1 | $474K | Buy |
+20,750
| New | +$474K | 0.08% | 126 |
|