Ritholtz Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
16,325
-900
| -5% | -$21K | 0.01% | 720 |
|
|
2025
Q1 | $398K | Hold |
17,225
| – | – | 0.01% | 653 |
|
|
2024
Q4 | $393K | Hold |
17,225
| – | – | 0.01% | 630 |
|
|
2024
Q3 | $405K | Hold |
17,225
| – | – | 0.01% | 623 |
|
|
2024
Q2 | $390K | Hold |
17,225
| – | – | 0.01% | 590 |
|
|
2024
Q1 | $393K | Buy |
17,225
+1,500
| +10% | +$34.2K | 0.01% | 572 |
|
|
2023
Q4 | $363K | Hold |
15,725
| – | – | 0.01% | 558 |
|
|
2023
Q3 | $344K | Buy |
15,725
+5,725
| +57% | +$125K | 0.02% | 524 |
|
|
2023
Q2 | $225K | Buy |
+10,000
| New | +$225K | 0.01% | 602 |
|