Valley Wealth Managers’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 | $680K | Sell |
29,167
-221
| -0.8% | -$5.16K | 0.05% | 142 |
|
|
2025
Q1 | $680K | Sell |
29,388
-1,537
| -5% | -$35.6K | 0.05% | 140 |
|
|
2024
Q4 | $705K | Buy |
30,925
+59
| +0.2% | +$1.35K | 0.05% | 140 |
|
|
2024
Q3 | $726K | Sell |
30,866
-77
| -0.2% | -$1.81K | 0.05% | 139 |
|
|
2024
Q2 | $701K | Buy |
30,943
+10,450
| +51% | +$237K | 0.06% | 142 |
|
|
2024
Q1 | $468K | Buy |
+20,493
| New | +$468K | 0.04% | 148 |
|