HeadInvest LLC’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$476K	Sell	20,779 -1,954	-9%	-$45.1K	0.1%	149
2025 Q4	$525K	Sell	22,733 -12,968	-36%	-$301K	0.1%	146
2025 Q3	$826K	Hold	35,701	–	–	0.17%	106
2025 Q2	$822K	Hold	35,701	–	–	0.18%	106
2025 Q1	$817K	Sell	35,701 -1,125	-3%	-$25.3K	0.16%	114
2024 Q4	$818K	Hold	36,826	–	–	0.15%	110
2024 Q3	$865K	Hold	36,826	–	–	0.16%	108
2024 Q2	$826K	Hold	36,826	–	–	0.16%	105
2024 Q1	$835K	Buy	36,826 +7,688	+26%	+$175K	0.16%	101
2023 Q4	$673K	Buy	29,138 +5,418	+23%	+$120K	0.14%	112
2023 Q3	$516K	Hold	23,720	–	–	0.11%	123
2023 Q2	$536K	Buy	23,720 +1,900	+9%	+$44.9K	0.12%	126
2023 Q1	$521K	Buy	21,820 +2,165	+11%	+$51K	0.11%	131
2022 Q4	$454K	Buy	19,655 +4,240	+28%	+$98.1K	0.1%	145
2022 Q3	$358K	Buy	+15,415	New	+$379K	0.09%	156