SSWG
Seven Springs Wealth Group’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 | $20M | Buy |
855,583
+80,971
| +10% | +$1.89M | 4.94% | 4 |
|
|
2025
Q1 | $17.9M | Buy |
774,612
+76,401
| +11% | +$1.77M | 6.39% | 3 |
|
|
2024
Q4 | $15.9M | Buy |
698,211
+53,983
| +8% | +$1.23M | 5.93% | 3 |
|
|
2024
Q3 | $15.1M | Buy |
644,228
+12,444
| +2% | +$293K | 5.5% | 3 |
|
|
2024
Q2 | $14.3M | Buy |
631,784
+123,932
| +24% | +$2.81M | 5.6% | 3 |
|
|
2024
Q1 | $11.6M | Buy |
+507,852
| New | +$11.6M | 4.45% | 4 |
|