Straight Path Wealth Management’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 | $360K | Hold |
15,445
| – | – | 0.12% | 79 |
|
|
2025
Q1 | $357K | Hold |
15,445
| – | – | 0.14% | 66 |
|
|
2024
Q4 | $352K | Buy |
15,445
+1,170
| +8% | +$26.7K | 0.14% | 68 |
|
|
2024
Q3 | $336K | Buy |
14,275
+620
| +5% | +$14.6K | 0.14% | 67 |
|
|
2024
Q2 | $310K | Buy |
13,655
+2,996
| +28% | +$67.9K | 0.16% | 67 |
|
|
2024
Q1 | $243K | Hold |
10,659
| – | – | 0.14% | 73 |
|
|
2023
Q4 | $246K | Buy |
+10,659
| New | +$246K | 0.14% | 78 |
|