Private Trust Company’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 | $35K | Buy |
1,501
+192
| +15% | +$4.48K | ﹤0.01% | 1353 |
|
|
2025
Q1 | $30.3K | Sell |
1,309
-17
| -1% | -$393 | ﹤0.01% | 1388 |
|
|
2024
Q4 | $30.2K | Hold |
1,326
| – | – | ﹤0.01% | 1348 |
|
|
2024
Q3 | $31.2K | Sell |
1,326
-60
| -4% | -$1.41K | ﹤0.01% | 1307 |
|
|
2024
Q2 | $31.4K | Sell |
1,386
-80
| -5% | -$1.81K | ﹤0.01% | 1293 |
|
|
2024
Q1 | $33.5K | Buy |
1,466
+264
| +22% | +$6.02K | ﹤0.01% | 1259 |
|
|
2023
Q4 | $27.7K | Buy |
+1,202
| New | +$27.7K | ﹤0.01% | 1282 |
|