Loring Wolcott & Coolidge Fiduciary Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$203K	Hold	8,000	–	–	﹤0.01%	275
2025 Q1	$201K	Hold	8,000	–	–	﹤0.01%	267
2024 Q4	$200K	Buy	+8,000	New	+$200K	﹤0.01%	282