Avior Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-12,581	Closed	-$299K	–	2943
2024 Q1	$299K	Hold	12,581	–	–	0.01%	586
2023 Q4	$301K	Hold	12,581	–	–	0.02%	447
2023 Q3	$291K	Buy	+12,581	New	+$291K	0.02%	450