Executive Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$3.55M	Buy	174,222 +48,203	+38%	+$981K	0.28%	92
2024 Q3	$2.67M	Buy	126,019 +94,602	+301%	+$2.01M	0.21%	105
2024 Q2	$637K	Buy	31,417 +14,987	+91%	+$304K	0.12%	70
2024 Q1	$333K	Buy	+16,430	New	+$333K	0.03%	187