AE Wealth Management’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
2024 Q1	–	Sell	-23,074	Closed	-$528K	–	1539
2023 Q4	$528K	Sell	23,074 -26,805	-54%	-$614K	﹤0.01%	1401
2023 Q3	$1.09M	Buy	+49,879	New	+$1.09M	0.01%	1057