Mosaic Family Wealth Partners’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	$685K	Buy	28,241 +4,060	+17%	+$98.5K	0.09%	107
2025 Q1	$585K	Buy	24,181 +1,580	+7%	+$38.2K	0.08%	122
2024 Q4	$542K	Buy	22,601 +13,315	+143%	+$319K	0.08%	119
2024 Q3	$226K	Buy	+9,286	New	+$226K	0.03%	187