Centricity Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.98M	Buy	195,830 +8,715	+5%	+$222K	3.98%	4
2025 Q1	$4.73M	Buy	187,115 +5,533	+3%	+$140K	4.29%	4
2024 Q4	$4.52M	Buy	+181,582	New	+$4.52M	4.22%	3