Steward Partners Investment Advisory’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 | $261K | Buy |
11,193
+8,337
| +292% | +$195K | ﹤0.01% | 1626 |
|
|
2025
Q1 | $66.1K | Sell |
2,856
-1,404
| -33% | -$32.5K | ﹤0.01% | 2237 |
|
|
2024
Q4 | $97.1K | Sell |
4,260
-1,721
| -29% | -$39.2K | ﹤0.01% | 2001 |
|
|
2024
Q3 | $141K | Buy |
5,981
+4,260
| +248% | +$100K | ﹤0.01% | 1704 |
|
|
2024
Q2 | $39K | Hold |
1,721
| – | – | ﹤0.01% | 2219 |
|
|
2024
Q1 | $39.3K | Hold |
1,721
| – | – | ﹤0.01% | 2223 |
|
|
2023
Q4 | $39.7K | Hold |
1,721
| – | – | ﹤0.01% | 2092 |
|
|
2023
Q3 | $37.7K | Buy |
1,721
+907
| +111% | +$19.9K | ﹤0.01% | 2039 |
|
|
2023
Q2 | $18.3K | Buy |
+814
| New | +$18.3K | ﹤0.01% | 2334 |
|