Meridian Wealth Management’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	$1.7M	Buy	66,990 +15,110	+29%	+$384K	0.07%	225
2025 Q1	$1.31M	Buy	51,880 +11,772	+29%	+$297K	0.06%	235
2024 Q4	$999K	Buy	40,108 +16,157	+67%	+$402K	0.05%	291
2024 Q3	$611K	Buy	+23,951	New	+$611K	0.03%	376