Phillips Financial 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 | $216K | Hold |
9,251
| – | – | 0.02% | 179 |
|
|
2025
Q1 | $214K | Hold |
9,251
| – | – | 0.02% | 177 |
|
|
2024
Q4 | $211K | Hold |
9,251
| – | – | 0.02% | 172 |
|
|
2024
Q3 | $217K | Hold |
9,251
| – | – | 0.02% | 177 |
|
|
2024
Q2 | $210K | Buy |
9,251
+3,713
| +67% | +$84.2K | 0.02% | 179 |
|
|
2024
Q1 | $126K | Buy |
5,538
+3,052
| +123% | +$69.6K | 0.01% | 193 |
|
|
2023
Q4 | $57.4K | Hold |
2,486
| – | – | 0.01% | 193 |
|
|
2023
Q3 | $54.4K | Hold |
2,486
| – | – | 0.01% | 186 |
|
|
2023
Q2 | $55.8K | Hold |
2,486
| – | – | 0.01% | 186 |
|
|
2023
Q1 | $56.9K | Hold |
2,486
| – | – | 0.01% | 188 |
|
|
2022
Q4 | $55.1K | Buy |
+2,486
| New | +$55.1K | 0.01% | 176 |
|