Montis Financial’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Montis Financial’s Portfolio IBDS Stock Details IBDS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$231K	Sell
2025 Q2	$471K	Sell
2025 Q1	$528K	Sell
2024 Q4	$544K	Buy