Masso Torrence Wealth Management’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 | $525K | Sell |
22,485
-165
| -0.7% | -$3.85K | 0.24% | 63 |
|
|
2025
Q1 | $524K | Sell |
22,650
-24,189
| -52% | -$559K | 0.28% | 58 |
|
|
2024
Q4 | $1.07M | Buy |
46,839
+8,986
| +24% | +$205K | 0.56% | 35 |
|
|
2024
Q3 | $890K | Buy |
37,853
+424
| +1% | +$9.97K | 0.48% | 39 |
|
|
2024
Q2 | $849K | Buy |
37,429
+1,825
| +5% | +$41.4K | 0.47% | 42 |
|
|
2024
Q1 | $812K | Buy |
35,604
+6,344
| +22% | +$145K | 0.48% | 45 |
|
|
2023
Q4 | $675K | Buy |
+29,260
| New | +$675K | 0.46% | 42 |
|