Robinson Smith Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$600K	Buy	25,697 +46	+0.2%	+$1.07K	0.48%	40
2025 Q1	$593K	Buy	25,651 +11,542	+82%	+$267K	0.5%	40
2024 Q4	$322K	Hold	14,109	–	–	0.27%	60
2024 Q3	$332K	Buy	14,109 +507	+4%	+$11.9K	0.28%	60
2024 Q2	$308K	Buy	+13,602	New	+$308K	0.27%	67