Provenance Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Provenance Wealth Advisors’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$940K	Sell
2025 Q1	$999K	Sell
2024 Q4	$1.02M	Buy
2024 Q3	$601K	Buy
2024 Q2	$146K	Buy
2024 Q1	$121K	Sell
2023 Q4	$127K	Buy
2023 Q3	$90.9K	Buy