Mutual Advisors’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 | $581K | Sell |
24,952
-6,092
| -20% | -$142K | 0.01% | 715 |
|
|
2025
Q1 | $718K | Sell |
31,044
-25,289
| -45% | -$585K | 0.02% | 570 |
|
|
2024
Q4 | $1.29M | Sell |
56,333
-2,367
| -4% | -$54K | 0.04% | 401 |
|
|
2024
Q3 | $1.36M | Sell |
58,700
-18,162
| -24% | -$420K | 0.04% | 382 |
|
|
2024
Q2 | $1.77M | Sell |
76,862
-16,339
| -18% | -$375K | 0.05% | 304 |
|
|
2024
Q1 | $2.13M | Buy |
93,201
+748
| +0.8% | +$17.1K | 0.07% | 260 |
|
|
2023
Q4 | $2.13M | Buy |
92,453
+5,681
| +7% | +$131K | 0.07% | 251 |
|
|
2023
Q3 | $1.9M | Buy |
+86,772
| New | +$1.9M | 0.07% | 259 |
|