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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.03K	Hold
2025 Q2	$1.02K	Hold
2025 Q1	$1.01K	Hold
2024 Q4	$1.01K	Hold
2024 Q3	$1.02K	Buy