Roble Belko & 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 | $990K | Hold |
42,420
| – | – | 0.14% | 52 |
|
|
2025
Q1 | $981K | Hold |
42,420
| – | – | 0.16% | 53 |
|
|
2024
Q4 | $967K | Buy |
42,420
+3,921
| +10% | +$89.4K | 0.15% | 53 |
|
|
2024
Q3 | $905K | Hold |
38,499
| – | – | 0.14% | 54 |
|
|
2024
Q2 | $873K | Hold |
38,499
| – | – | 0.15% | 54 |
|
|
2024
Q1 | $879K | Hold |
38,499
| – | – | 0.15% | 53 |
|
|
2023
Q4 | $888K | Buy |
38,499
+15,091
| +64% | +$348K | 0.17% | 47 |
|
|
2023
Q3 | $513K | Buy |
23,408
+1,330
| +6% | +$29.1K | 0.1% | 62 |
|
|
2023
Q2 | $496K | Buy |
22,078
+14,530
| +193% | +$326K | 0.1% | 59 |
|
|
2023
Q1 | $173K | Buy |
7,548
+3,363
| +80% | +$77.1K | 0.04% | 101 |
|
|
2022
Q4 | $93K | Buy |
4,185
+2,333
| +126% | +$51.8K | 0.02% | 130 |
|
|
2022
Q3 | $40K | Buy |
+1,852
| New | +$40K | 0.01% | 160 |
|