Lee Financial’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Lee Financial’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	$424K	Hold
2025 Q2	$421K	Hold
2025 Q1	$415K	Hold
2024 Q4	$407K	Hold
2024 Q3	$424K	Hold
2024 Q2	$406K	Hold
2024 Q1	$410K	Buy