HeadInvest LLC’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$633K	Sell	25,036 -1,962	-7%	-$50.1K	0.13%	132
2025 Q4	$689K	Sell	26,998 -9,892	-27%	-$253K	0.14%	122
2025 Q3	$945K	Hold	36,890	–	–	0.2%	96
2025 Q2	$933K	Hold	36,890	–	–	0.2%	97
2025 Q1	$922K	Sell	36,890 -1,016	-3%	-$25.1K	0.18%	103
2024 Q4	$932K	Hold	37,906	–	–	0.18%	100
2024 Q3	$975K	Buy	37,906 +200	+0.5%	+$5.05K	0.18%	98
2024 Q2	$926K	Hold	37,706	–	–	0.18%	95
2024 Q1	$935K	Buy	37,706 +7,053	+23%	+$175K	0.18%	95
2023 Q4	$773K	Buy	30,653 +5,043	+20%	+$120K	0.16%	102
2023 Q3	$593K	Sell	25,610 -195	-0.8%	-$4.71K	0.13%	111
2023 Q2	$622K	Buy	25,805 +1,900	+8%	+$47.1K	0.13%	113
2023 Q1	$599K	Buy	23,905 +1,341	+6%	+$33.2K	0.13%	113
2022 Q4	$546K	Buy	22,564 +2,733	+14%	+$65.6K	0.12%	123
2022 Q3	$468K	Buy	+19,831	New	+$502K	0.11%	135