COWA LLC’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	$345K	Hold	15,725	–	–	0.13%	101
2025 Q1	$342K	Sell	15,725 -39,335	-71%	-$856K	0.15%	103
2024 Q4	$1.17M	Buy	55,060 +4,499	+9%	+$95.9K	0.54%	40
2024 Q3	$1.12M	Buy	+50,561	New	+$1.12M	0.53%	41