Venture Visionary Partners’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
2026 Q1	$34.7M	Buy	1,493,666 +142,049	+11%	+$3.32M	1.16%	14
2025 Q4	$31.8M	Buy	1,351,617 +57,299	+4%	+$1.34M	1.04%	17
2025 Q3	$30.4M	Sell	1,294,318 -229,098	-15%	-$5.35M	1.05%	17
2025 Q2	$35.5M	Buy	1,523,416 +164,023	+12%	+$3.78M	1.34%	14
2025 Q1	$31.4M	Sell	1,359,393 -2,340	-0.2%	-$53.7K	1.32%	15
2024 Q4	$31M	Buy	1,361,733 +120,010	+10%	+$2.76M	1.32%	13
2024 Q3	$29.2M	Buy	1,241,723 +198,563	+19%	+$4.6M	1.27%	13
2024 Q2	$23.6M	Buy	1,043,160 +76,206	+8%	+$1.72M	1.09%	15
2024 Q1	$22.1M	Buy	966,954 +267,169	+38%	+$6.1M	1.05%	18
2023 Q4	$16.1M	Buy	699,785 +358,070	+105%	+$7.94M	0.86%	22
2023 Q3	$7.48M	Buy	341,715 +12,248	+4%	+$272K	0.45%	60
2023 Q2	$7.4M	Buy	329,467 +18,389	+6%	+$417K	0.44%	60
2023 Q1	$7.12M	Buy	311,078 +13,157	+4%	+$297K	0.45%	58
2022 Q4	$6.6M	Buy	+297,921	New	+$6.56M	0.48%	52