Stratos Wealth Partners’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 | $4.1M | Sell |
175,563
-31,837
| -15% | -$743K | 0.06% | 328 |
|
|
2025
Q1 | $4.8M | Sell |
207,400
-24,638
| -11% | -$570K | 0.07% | 268 |
|
|
2024
Q4 | $5.29M | Buy |
232,038
+4,627
| +2% | +$105K | 0.07% | 264 |
|
|
2024
Q3 | $5.35M | Buy |
227,411
+152,135
| +202% | +$3.58M | 0.08% | 254 |
|
|
2024
Q2 | $1.71M | Buy |
75,276
+21,255
| +39% | +$482K | 0.03% | 482 |
|
|
2024
Q1 | $1.23M | Buy |
54,021
+4,812
| +10% | +$110K | 0.02% | 577 |
|
|
2023
Q4 | $1.14M | Buy |
+49,209
| New | +$1.14M | 0.02% | 573 |
|