Executive Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$3.68M	Buy	172,392 +46,093	+36%	+$985K	0.29%	88
2024 Q3	$2.8M	Buy	126,299 +90,967	+257%	+$2.02M	0.22%	100
2024 Q2	$751K	Buy	35,332 +14,309	+68%	+$304K	0.14%	64
2024 Q1	$445K	Buy	21,023 +11,434	+119%	+$242K	0.04%	160
2023 Q4	$208K	Buy	+9,589	New	+$208K	0.02%	207