Morton Capital 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
2024 Q3	–	Sell	-10,170	Closed	-$252K	–	113
2024 Q2	$252K	Buy	10,170 +118	+1%	+$2.92K	0.06%	84
2024 Q1	$250K	Buy	10,052 +77	+0.8%	+$1.92K	0.07%	88
2023 Q4	$250K	Buy	+9,975	New	+$250K	0.07%	84