SWM
Segment Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
74,050
-520
| -0.7% | -$12.1K | 0.11% | 117 |
|
|
2025
Q1 | $1.72M | Buy |
74,570
+5,890
| +9% | +$136K | 0.12% | 106 |
|
|
2024
Q4 | $1.57M | Buy |
68,680
+7,835
| +13% | +$179K | 0.11% | 113 |
|
|
2024
Q3 | $1.43M | Buy |
60,845
+4,520
| +8% | +$106K | 0.1% | 122 |
|
|
2024
Q2 | $1.28M | Buy |
56,325
+4,255
| +8% | +$96.5K | 0.09% | 131 |
|
|
2024
Q1 | $1.19M | Buy |
52,070
+25,995
| +100% | +$593K | 0.09% | 135 |
|
|
2023
Q4 | $602K | Buy |
26,075
+12,300
| +89% | +$284K | 0.05% | 167 |
|
|
2023
Q3 | $302K | Buy |
+13,775
| New | +$302K | 0.03% | 186 |
|