Stonebrook Private’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 | $3.01M | Buy |
129,074
+2,399
| +2% | +$56K | 0.7% | 34 |
|
|
2025
Q1 | $2.93M | Buy |
126,675
+5,396
| +4% | +$125K | 0.76% | 37 |
|
|
2024
Q4 | $2.77M | Buy |
121,279
+41,588
| +52% | +$948K | 0.72% | 36 |
|
|
2024
Q3 | $1.87M | Buy |
79,691
+23,912
| +43% | +$562K | 0.5% | 58 |
|
|
2024
Q2 | $1.26M | Buy |
55,779
+13,479
| +32% | +$306K | 0.36% | 67 |
|
|
2024
Q1 | $965K | Buy |
42,300
+17,499
| +71% | +$399K | 0.28% | 75 |
|
|
2023
Q4 | $572K | Buy |
+24,801
| New | +$572K | 0.19% | 104 |
|