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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$471K	Sell	19,419 -2,402	-11%	-$58.3K	0.13%	90
2025 Q1	$528K	Sell	21,821 -892	-4%	-$21.6K	0.16%	88
2024 Q4	$544K	Buy	+22,713	New	+$544K	0.17%	81