AE Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-25,954	Closed	-$648K	–	1537
2023 Q4	$648K	Sell	25,954 -31,386	-55%	-$784K	﹤0.01%	1314
2023 Q3	$1.38M	Buy	+57,340	New	+$1.38M	0.01%	970