Jacobi Capital Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$461K	Buy	18,233 +1,159	+7%	+$29.3K	0.03%	400
2025 Q1	$427K	Buy	17,074 +1,534	+10%	+$38.3K	0.03%	400
2024 Q4	$382K	Buy	15,540 +4,980	+47%	+$122K	0.03%	407
2024 Q3	$272K	Buy	+10,560	New	+$272K	0.02%	481