Steward Partners Investment Advisory’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Steward Partners Investment Advisory’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	$269K	Buy
2025 Q2	$261K	Buy
2025 Q1	$66.1K	Sell
2024 Q4	$97.1K	Sell
2024 Q3	$141K	Buy
2024 Q2	$39K	Hold
2024 Q1	$39.3K	Hold
2023 Q4	$39.7K	Hold
2023 Q3	$37.7K	Buy
2023 Q2	$18.3K	Buy