LF
Lee Financial’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Hold |
14,550
| – | – | 0.05% | 111 |
|
|
2025
Q1 | $337K | Hold |
14,550
| – | – | 0.05% | 114 |
|
|
2024
Q4 | $332K | Hold |
14,550
| – | – | 0.05% | 138 |
|
|
2024
Q3 | $342K | Hold |
14,550
| – | – | 0.05% | 135 |
|
|
2024
Q2 | $330K | Hold |
14,550
| – | – | 0.05% | 113 |
|
|
2024
Q1 | $332K | Hold |
14,550
| – | – | 0.06% | 114 |
|
|
2023
Q4 | $336K | Hold |
14,550
| – | – | 0.06% | 109 |
|
|
2023
Q3 | $319K | Hold |
14,550
| – | – | 0.06% | 107 |
|
|
2023
Q2 | $327K | Hold |
14,550
| – | – | 0.06% | 106 |
|
|
2023
Q1 | $333K | Buy |
+14,550
| New | +$333K | 0.06% | 105 |
|
|
2022
Q4 | – | Sell |
-14,550
| Closed | -$317K | – | 963 |
|
|
2022
Q3 | $317K | Hold |
14,550
| – | – | 0.06% | 115 |
|
|
2022
Q2 | $332K | Hold |
14,550
| – | – | 0.06% | 115 |
|
|
2022
Q1 | $357K | Buy |
+14,550
| New | +$357K | 0.06% | 114 |
|