Klingman & Associates’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Klingman & Associates’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$30.1M	Buy
2025 Q2	$27.6M	Buy
2025 Q1	$26.6M	Buy
2024 Q4	$20.8M	Buy
2024 Q3	$16.4M	Buy
2024 Q2	$13.4M	Buy
2024 Q1	$11.6M	Buy
2023 Q4	$8.71M	Buy
2023 Q3	$3.34M	Buy
2023 Q2	$1.69M	Buy