RVW Wealth’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 | $21M | Buy |
901,671
+70,895
| +9% | +$1.65M | 1.79% | 20 |
|
2025
Q1 | $19.2M | Buy |
830,776
+18,896
| +2% | +$437K | 1.81% | 19 |
|
2024
Q4 | $18.5M | Buy |
811,880
+743,743
| +1,092% | +$17M | 1.73% | 21 |
|
2024
Q3 | $1.6M | Buy |
68,137
+52,666
| +340% | +$1.24M | 0.15% | 55 |
|
2024
Q2 | $351K | Sell |
15,471
-1,704
| -10% | -$38.6K | 0.04% | 110 |
|
2024
Q1 | $392K | Buy |
17,175
+65
| +0.4% | +$1.48K | 0.04% | 101 |
|
2023
Q4 | $395K | Buy |
17,110
+1,333
| +8% | +$30.8K | 0.04% | 100 |
|
2023
Q3 | $346K | Buy |
15,777
+976
| +7% | +$21.4K | 0.04% | 105 |
|
2023
Q2 | $332K | Buy |
14,801
+5,045
| +52% | +$113K | 0.04% | 110 |
|
2023
Q1 | $223K | Hold |
9,756
| – | – | 0.03% | 147 |
|
2022
Q4 | $216K | Buy |
+9,756
| New | +$216K | 0.03% | 143 |
|