Executive Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$3.79M	Buy	152,044 +39,555	+35%	+$985K	0.3%	84
2024 Q3	$2.87M	Buy	112,489 +80,190	+248%	+$2.05M	0.23%	93
2024 Q2	$800K	Buy	32,299 +14,007	+77%	+$347K	0.15%	62
2024 Q1	$452K	Buy	18,292 +6,961	+61%	+$172K	0.04%	159
2023 Q4	$284K	Buy	+11,331	New	+$284K	0.03%	179