Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Hold |
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|
2025
Q1 | $337K | Hold |
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|
2024
Q4 | $332K | Hold |
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|
2024
Q3 | $342K | Hold |
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $332K | Hold |
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|
2023
Q4 | $336K | Hold |
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|
2023
Q3 | $319K | Hold |
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|
2023
Q2 | $327K | Hold |
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|
2023
Q1 | $333K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $317K | Hold |
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|
2022
Q2 | $332K | Hold |
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|
2022
Q1 | $357K | Buy |
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