Summitry LLC’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Summitry LLC’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 Q2	$40.5M	Buy
2025 Q1	$35M	Buy
2024 Q4	$32.7M	Buy
2024 Q2	–	Sell
2024 Q1	$21.5M	Buy
2023 Q4	$21.2M	Sell
2023 Q3	$30.1M	Buy
2023 Q2	$22.8M	Buy
2023 Q1	$23M	Buy