Cornerstone Financial Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$263K	Buy	10,849 +40	+0.4%	+$971	0.22%	64
2025 Q1	$260K	Buy	10,809 +157	+1%	+$3.78K	0.23%	62
2024 Q4	$255K	Buy	+10,652	New	+$255K	0.25%	60