Roble Belko & Company’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.77M	Buy	119,309 +75,870	+175%	+$1.77M	0.35%	35
2025 Q4	$1.02M	Hold	43,439	–	–	0.13%	53
2025 Q3	$1.02M	Buy	43,439 +1,019	+2%	+$23.8K	0.14%	51
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%	+$90.3K	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%	+$334K	0.17%	47
2023 Q3	$513K	Buy	23,408 +1,330	+6%	+$29.6K	0.1%	62
2023 Q2	$496K	Buy	22,078 +14,530	+193%	+$329K	0.1%	59
2023 Q1	$173K	Buy	7,548 +3,363	+80%	+$76K	0.04%	101
2022 Q4	$93K	Buy	4,185 +2,333	+126%	+$51.4K	0.02%	130
2022 Q3	$40K	Buy	+1,852	New	+$42.4K	0.01%	160