Holos Integrated Wealth’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$41K	Hold	2,078	–	–	0.02%	124
2025 Q1	$40.9K	Hold	2,078	–	–	0.03%	120
2024 Q4	$39.9K	Buy	+2,078	New	+$39.9K	0.03%	117