Klingman & Associates’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.1M	Buy	1,650,363 +80,610	+5%	+$1.78M	1.73%	14
2025 Q4	$34.6M	Buy	1,569,753 +133,773	+9%	+$2.96M	1.67%	13
2025 Q3	$31.8M	Buy	1,435,980 +97,021	+7%	+$2.14M	1.6%	14
2025 Q2	$29.4M	Buy	1,338,959 +26,161	+2%	+$567K	1.62%	16
2025 Q1	$28.5M	Buy	1,312,798 +143,607	+12%	+$3.09M	1.75%	14
2024 Q4	$25M	Buy	1,169,191 +189,970	+19%	+$4.11M	1.54%	20
2024 Q3	$21.7M	Buy	979,221 +91,358	+10%	+$1.99M	1.34%	23
2024 Q2	$18.9M	Buy	887,863 +98,443	+12%	+$2.08M	1.28%	25
2024 Q1	$16.9M	Buy	789,420 +136,650	+21%	+$2.92M	1.17%	25
2023 Q4	$14.1M	Buy	652,770 +299,601	+85%	+$6.19M	1.04%	28
2023 Q3	$7.2M	Buy	353,169 +226,527	+179%	+$4.72M	0.58%	32
2023 Q2	$2.68M	Buy	+126,642	New	+$2.7M	0.22%	47