Brandywine Oak Private Wealth’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
2021 Q1	–	Sell	-495,656	Closed	-$14.6M	–	280
2020 Q4	$14.6M	Buy	495,656 +31,947	+7%	+$944K	2.23%	14
2020 Q3	$13.5M	Buy	463,709 +34,467	+8%	+$1M	2.25%	15
2020 Q2	$12.4M	Buy	+429,242	New	+$12.4M	2.2%	12