Executive Wealth Management’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
2024 Q4	$3.78M	Buy	157,585 +41,312	+36%	+$990K	0.3%	85
2024 Q3	$2.83M	Buy	116,273 +83,946	+260%	+$2.05M	0.22%	96
2024 Q2	$767K	Buy	32,327 +14,396	+80%	+$342K	0.14%	63
2024 Q1	$424K	Buy	17,931 +7,273	+68%	+$172K	0.04%	164
2023 Q4	$255K	Buy	+10,658	New	+$255K	0.02%	186