Caldwell Trust’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Caldwell Trust’s Portfolio IBMQ Stock Details IBMQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.02K	Hold	40
2025 Q1	$1.01K	Hold	40
2024 Q4	$1.01K	Hold	40
2024 Q3	$1.02K	Buy	+40