Clearstead Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$22.7M	Buy	891,719 +29,261	+3%	+$744K	0.32%	66
2025 Q1	$21.8M	Sell	862,458 -15,807	-2%	-$400K	0.34%	64
2024 Q4	$22.1M	Buy	878,265 +59,894	+7%	+$1.51M	0.34%	64
2024 Q3	$21M	Buy	818,371 +18,800	+2%	+$482K	0.33%	64
2024 Q2	$20M	Buy	+799,571	New	+$20M	0.34%	60