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Naples Global Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Naples Global Advisors’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$374K Sell
16,020
-225
-1% -$5.25K 0.03% 339
2025
Q1 		$376K Buy
16,245
+995
+7% +$23K 0.04% 331
2024
Q4 		$348K Buy
15,250
+3,800
+33% +$86.6K 0.03% 332
2024
Q3 		$269K Buy
+11,450
New +$269K 0.03% 360