REDW Wealth’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 Q1	–	Sell	-8,686	Closed	-$218K	–	105
2024 Q4	$218K	Sell	8,686 -5,364	-38%	-$135K	0.08%	98
2024 Q3	$371K	Hold	14,050	–	–	0.1%	112
2024 Q2	$354K	Buy	14,050 +3,134	+29%	+$79K	0.09%	112
2024 Q1	$278K	Buy	+10,916	New	+$278K	0.07%	131