Panoramic Investment Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-18,978	Closed	-$501K	–	122
2024 Q3	$501K	Buy	+18,978	New	+$501K	0.35%	65
2024 Q1	$1.58M	Buy	61,978 +32,738	+112%	+$834K	1.16%	25
2023 Q4	$756K	Buy	+29,240	New	+$756K	0.65%	43