Valley Wealth Managers’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$675K Sell
2025
Q2
$680K Sell
2025
Q1
$680K Sell
2024
Q4
$705K Buy
2024
Q3
$726K Sell
2024
Q2
$701K Buy
2024
Q1
$468K Buy