Cary Street Partners’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
2025 Q2	$898K	Buy	40,960 +1,289	+3%	+$28.3K	0.03%	432
2025 Q1	$864K	Buy	39,671 +2,298	+6%	+$50K	0.03%	420
2024 Q4	$797K	Buy	+37,373	New	+$797K	0.03%	423