PA
Probity Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.5M | Buy |
407,135
+14,826
| +4% | +$346K | 1.67% | 13 |
|
|
2025
Q1 | $9.07M | Buy |
392,309
+25,474
| +7% | +$589K | 1.74% | 12 |
|
|
2024
Q4 | $8.36M | Buy |
366,835
+93,376
| +34% | +$2.13M | 1.61% | 13 |
|
|
2024
Q3 | $6.43M | Buy |
273,459
+35,920
| +15% | +$844K | 1.23% | 17 |
|
|
2024
Q2 | $5.39M | Buy |
237,539
+62,388
| +36% | +$1.41M | 1.12% | 17 |
|
|
2024
Q1 | $4M | Buy |
175,151
+80,237
| +85% | +$1.83M | 0.83% | 22 |
|
|
2023
Q4 | $2.19M | Buy |
+94,914
| New | +$2.19M | 0.48% | 38 |
|