Clearstead Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.97M	Buy	141,166 +8,666	+7%	+$182K	0.04%	260
2025 Q1	$2.75M	Buy	132,500 +13,107	+11%	+$272K	0.04%	253
2024 Q4	$2.43M	Buy	+119,393	New	+$2.43M	0.04%	265