Executive Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$3.44M	Buy	137,110 +38,869	+40%	+$976K	0.27%	95
2024 Q3	$2.59M	Buy	+98,241	New	+$2.59M	0.2%	107
2024 Q2	–	Sell	-10,255	Closed	-$258K	–	177
2024 Q1	$258K	Buy	+10,255	New	+$258K	0.02%	215