Safeguard Financial’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
Q1 | $2.32M | Buy |
100,255
+38,850
| +63% | +$899K | 0.51% | 20 |
|
|
2024
Q4 | $1.4M | Buy |
61,405
+13,391
| +28% | +$305K | 0.3% | 30 |
|
|
2024
Q3 | $1.13M | Buy |
48,014
+16,047
| +50% | +$377K | 0.27% | 38 |
|
|
2024
Q2 | $725K | Buy |
31,967
+11,479
| +56% | +$260K | 0.2% | 48 |
|
|
2024
Q1 | $468K | Buy |
20,488
+10,355
| +102% | +$236K | 0.15% | 55 |
|
|
2023
Q4 | $234K | Buy |
+10,133
| New | +$234K | 0.09% | 70 |
|
|
2023
Q3 | – | Sell |
-531
| Closed | -$11K | – | 282 |
|
|
2023
Q2 | $11K | Buy |
+531
| New | +$11K | 0.01% | 326 |
|