Summit 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
Q1 | – | Sell |
-14,828
| Closed | -$338K | – | 214 |
|
|
2024
Q4 | $338K | Sell |
14,828
-1,336
| -8% | -$30.5K | 0.07% | 156 |
|
|
2024
Q3 | $380K | Hold |
16,164
| – | – | 0.07% | 165 |
|
|
2024
Q2 | $366K | Buy |
16,164
+1,799
| +13% | +$40.8K | 0.08% | 159 |
|
|
2024
Q1 | $328K | Hold |
14,365
| – | – | 0.07% | 168 |
|
|
2023
Q4 | $331K | Buy |
+14,365
| New | +$331K | 0.08% | 151 |
|