Wells Financial Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Wells Financial Advisors’s Portfolio IBDU Stock Details IBDU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$91.2K	Hold
2024 Q3	$94K	Sell
2024 Q2	$142K	Hold
2024 Q1	$143K	Hold
2023 Q4	$144K	Buy
2023 Q3	$87.6K	Hold
2023 Q2	$89.8K	Hold
2023 Q1	$91.5K	Hold
2022 Q4	$88.7K	Buy