Provenance Wealth Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$467K	Sell	21,227 -1,633	-7%	-$35.9K	0.07%	69
2025 Q1	$497K	Buy	22,860 +10,354	+83%	+$225K	0.07%	68
2024 Q4	$267K	Buy	12,506 +2,326	+23%	+$49.7K	0.03%	124
2024 Q3	$226K	Buy	+10,180	New	+$226K	0.03%	146