Meridian Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.52M	Buy	65,179 +7,707	+13%	+$180K	0.06%	238
2025 Q1	$1.33M	Buy	57,472 +9,560	+20%	+$221K	0.06%	231
2024 Q4	$1.09M	Buy	47,912 +19,295	+67%	+$440K	0.05%	278
2024 Q3	$673K	Buy	+28,617	New	+$673K	0.03%	359