NovaPoint Capital’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
2024 Q2	–	Sell	-20,514	Closed	-$488K	–	139
2024 Q1	$488K	Sell	20,514 -3,538	-15%	-$84.2K	0.17%	85
2023 Q4	$576K	Buy	24,052 +13,462	+127%	+$322K	0.21%	82
2023 Q3	$245K	Buy	+10,590	New	+$245K	0.1%	114