Woodmont Investment Counsel’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 | $41.5M | Buy |
1,778,176
+100,022
| +6% | +$2.33M | 2.74% | 5 |
|
|
2025
Q1 | $38.8M | Buy |
1,678,154
+142,013
| +9% | +$3.28M | 2.8% | 6 |
|
|
2024
Q4 | $35M | Buy |
1,536,141
+153,821
| +11% | +$3.51M | 2.59% | 6 |
|
|
2024
Q3 | $32.5M | Buy |
+1,382,320
| New | +$32.5M | 2.45% | 7 |
|
|
2024
Q2 | – | Sell |
-947,900
| Closed | -$21.6M | – | 282 |
|
|
2024
Q1 | $21.6M | Buy |
+947,900
| New | +$21.6M | 1.82% | 11 |
|