PFG Private Wealth Management’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
2025 Q2	$10.7M	Buy	412,568 +11,721	+3%	+$304K	5.5%	8
2025 Q1	$10.2M	Buy	+400,847	New	+$10.2M	5.54%	8