Spectrum Wealth Counsel’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
Q1 | $524K | Sell |
22,657
-1,978
| -8% | -$45.8K | 0.06% | 84 |
|
|
2024
Q4 | $562K | Buy |
24,635
+123
| +0.5% | +$2.8K | 0.07% | 90 |
|
|
2024
Q3 | $576K | Hold |
24,512
| – | – | 0.07% | 91 |
|
|
2024
Q2 | $556K | Buy |
24,512
+2,556
| +12% | +$57.9K | 0.07% | 85 |
|
|
2024
Q1 | $501K | Hold |
21,956
| – | – | 0.06% | 94 |
|
|
2023
Q4 | $507K | Buy |
+21,956
| New | +$507K | 0.07% | 88 |
|