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
2025 Q3	$4.09M	Buy
2025 Q2	$3.71M	Buy
2025 Q1	$3.52M	Buy
2024 Q4	$3.32M	Buy
2021 Q2	–	Sell
2021 Q1	$27K	Buy