YWM
Yoder Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Hold |
9,765
| – | – | 0.12% | 104 |
|
|
2025
Q1 | $226K | Hold |
9,765
| – | – | 0.13% | 98 |
|
|
2024
Q4 | $223K | Hold |
9,765
| – | – | 0.12% | 101 |
|
|
2024
Q3 | $230K | Buy |
+9,765
| New | +$230K | 0.14% | 103 |
|
|
2024
Q2 | – | Sell |
-14,100
| Closed | -$322K | – | 108 |
|
|
2024
Q1 | $322K | Buy |
+14,100
| New | +$322K | 0.21% | 73 |
|