Mendota Financial Group’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
Q1 | – | Sell |
-34,929
| Closed | -$796K | – | 218 |
|
|
2024
Q4 | $796K | Sell |
34,929
-7,327
| -17% | -$167K | 0.52% | 17 |
|
|
2024
Q3 | $993K | Buy |
42,256
+3,929
| +10% | +$92.4K | 0.47% | 21 |
|
|
2024
Q2 | $869K | Buy |
38,327
+452
| +1% | +$10.2K | 0.47% | 24 |
|
|
2024
Q1 | $864K | Buy |
37,875
+13,354
| +54% | +$305K | 0.51% | 25 |
|
|
2023
Q4 | $566K | Buy |
+24,521
| New | +$566K | 0.44% | 33 |
|