Cary Street Partners Investment Advisory’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-42,663	Closed	-$943K	–	613
2024 Q3	$943K	Buy	+42,663	New	+$943K	0.03%	376