Wealth Enhancement Advisory Services’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 | $1.73M | Sell |
74,454
-5,358
| -7% | -$124K | ﹤0.01% | 1434 |
|
|
2025
Q1 | $1.85M | Sell |
79,812
-14,294
| -15% | -$331K | ﹤0.01% | 1285 |
|
|
2024
Q4 | $2.15M | Buy |
94,106
+7,380
| +9% | +$168K | ﹤0.01% | 1142 |
|
|
2024
Q3 | $2.04M | Buy |
86,726
+54,898
| +172% | +$1.29M | ﹤0.01% | 1038 |
|
|
2024
Q2 | $722K | Buy |
31,828
+7,110
| +29% | +$161K | ﹤0.01% | 1431 |
|
|
2024
Q1 | $564K | Buy |
24,718
+2,306
| +10% | +$52.6K | ﹤0.01% | 1507 |
|
|
2023
Q4 | $517K | Buy |
22,412
+5,560
| +33% | +$128K | ﹤0.01% | 1481 |
|
|
2023
Q3 | $369K | Buy |
+16,852
| New | +$369K | ﹤0.01% | 1609 |
|