Sigma Investment Counselors’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 | $33.6M | Buy |
1,442,239
+5,463
| +0.4% | +$127K | 1.85% | 12 |
|
|
2025
Q1 | $33.2M | Sell |
1,436,776
-13,927
| -1% | -$322K | 2.03% | 7 |
|
|
2024
Q4 | $33.1M | Buy |
+1,450,703
| New | +$33.1M | 1.94% | 8 |
|
|
2024
Q1 | – | Sell |
-1,033,525
| Closed | -$23.8M | – | 197 |
|
|
2023
Q4 | $23.8M | Buy |
1,033,525
+136,293
| +15% | +$3.14M | 1.68% | 13 |
|
|
2023
Q3 | $19.6M | Sell |
897,232
-2,315
| -0.3% | -$50.7K | 1.48% | 19 |
|
|
2023
Q2 | $20.2M | Buy |
899,547
+36,210
| +4% | +$813K | 1.48% | 19 |
|
|
2023
Q1 | $19.8M | Buy |
863,337
+202,986
| +31% | +$4.64M | 1.53% | 18 |
|
|
2022
Q4 | $14.6M | Buy |
660,351
+19,820
| +3% | +$439K | 1.2% | 21 |
|
|
2022
Q3 | $14M | Buy |
640,531
+47,170
| +8% | +$1.03M | 1.19% | 21 |
|
|
2022
Q2 | $13.6M | Buy |
593,361
+58,345
| +11% | +$1.33M | 1.1% | 23 |
|
|
2022
Q1 | $13.1M | Buy |
535,016
+515,039
| +2,578% | +$12.6M | 0.94% | 25 |
|
|
2021
Q4 | $526K | Buy |
+19,977
| New | +$526K | 0.04% | 129 |
|