Fulton Breakefield Broenniman’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
2025 Q2	$2.02M	Buy	95,815 +62,336	+186%	+$1.31M	0.14%	73
2025 Q1	$695K	Buy	33,479 +13,818	+70%	+$287K	0.05%	95
2024 Q4	$400K	Buy	19,661 +8,716	+80%	+$177K	0.03%	132
2024 Q3	$232K	Buy	+10,945	New	+$232K	0.02%	167