Brandywine Oak Private Wealth’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
2021 Q1	–	Sell	-527,014	Closed	-$14.5M	–	279
2020 Q4	$14.5M	Buy	527,014 +28,193	+6%	+$777K	2.22%	16
2020 Q3	$13.5M	Buy	498,821 +36,713	+8%	+$996K	2.26%	14
2020 Q2	$12.5M	Buy	+462,108	New	+$12.5M	2.21%	11