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Sowell Financial Services’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Sowell Financial Services’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.49M Buy
193,237
+6,043
+3% +$141K 0.17% 127
2025
Q4 		$4.38M Buy
187,194
+12,895
+7% +$302K 0.16% 128
2025
Q3 		$4.09M Buy
174,299
+15,368
+10% +$359K 0.16% 129
2025
Q2 		$3.71M Buy
158,931
+6,676
+4% +$154K 0.15% 142
2025
Q1 		$3.52M Buy
152,255
+6,603
+5% +$151K 0.16% 136
2024
Q4 		$3.32M Buy
+145,652
New +$3.36M 0.17% 137
2021
Q2 		– Sell
-1,013
Closed -$27K – 1520
2021
Q1 		$27K Buy
+1,013
New +$27.1K ﹤0.01% 1918

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