Partners Wealth Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$293K	Hold	11,593	–	–	0.33%	81
2025 Q1	$293K	Sell	11,593 -9,916	-46%	-$251K	0.33%	82
2024 Q4	$542K	Buy	+21,509	New	+$542K	0.62%	47