Executive Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$3.9M	Buy	171,205 +43,085	+34%	+$982K	0.31%	82
2024 Q3	$3.01M	Buy	+128,120	New	+$3.01M	0.24%	90
2024 Q2	–	Sell	-27,818	Closed	-$629K	–	176
2024 Q1	$629K	Buy	27,818 +14,387	+107%	+$325K	0.06%	137
2023 Q4	$310K	Buy	+13,431	New	+$310K	0.03%	173