MB, Levis & Associates’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.2M	Buy	521,224 +8,232	+2%	+$210K	5.5%	9
2025 Q4	$13.1M	Buy	512,992 +7,074	+1%	+$181K	5.51%	9
2025 Q3	$13M	Buy	505,918 +2,883	+0.6%	+$73.2K	5.61%	8
2025 Q2	$12.7M	Buy	503,035 +11,889	+2%	+$295K	5.59%	9
2025 Q1	$12.3M	Buy	491,146 +6,182	+1%	+$153K	5.7%	9
2024 Q4	$11.9M	Buy	484,964 +9,422	+2%	+$236K	5.97%	8
2024 Q3	$12.2M	Buy	475,542 +10,073	+2%	+$254K	6.03%	8
2024 Q2	$11.4M	Buy	465,469 +14,857	+3%	+$363K	6.01%	8
2024 Q1	$11.2M	Buy	450,612 +15,617	+4%	+$387K	6%	8
2023 Q4	$11M	Buy	434,995 +40,114	+10%	+$957K	6.28%	8
2023 Q3	$9.27M	Buy	394,881 +11,813	+3%	+$285K	6.01%	8
2023 Q2	$9.43M	Buy	383,068 +76,873	+25%	+$1.9M	6.04%	8
2023 Q1	$7.68M	Buy	+306,195	New	+$7.58M	5.34%	8