Wells Financial Advisors’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
Q1 | – | Sell |
-4,000
| Closed | -$91.2K | – | 80 |
|
|
2024
Q4 | $91.2K | Hold |
4,000
| – | – | 0.12% | 51 |
|
|
2024
Q3 | $94K | Sell |
4,000
-2,250
| -36% | -$52.9K | 0.13% | 50 |
|
|
2024
Q2 | $142K | Hold |
6,250
| – | – | 0.09% | 56 |
|
|
2024
Q1 | $143K | Hold |
6,250
| – | – | 0.1% | 47 |
|
|
2023
Q4 | $144K | Buy |
6,250
+2,250
| +56% | +$51.9K | 0.1% | 43 |
|
|
2023
Q3 | $87.6K | Hold |
4,000
| – | – | 0.07% | 48 |
|
|
2023
Q2 | $89.8K | Hold |
4,000
| – | – | 0.07% | 47 |
|
|
2023
Q1 | $91.5K | Hold |
4,000
| – | – | 0.07% | 49 |
|
|
2022
Q4 | $88.7K | Buy |
+4,000
| New | +$88.7K | 0.07% | 49 |
|