Cary Street Partners Investment Advisory’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,996	Closed	-$204K	–	608
2024 Q3	$204K	Buy	+7,996	New	+$204K	0.01%	731