Granite Bay Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-400,000	Closed	-$9.71M	–	161
2023 Q4	$9.71M	Sell	400,000 -104,000	-21%	-$2.52M	0.09%	82
2023 Q3	$12.3M	Buy	+504,000	New	+$12.3M	0.12%	75