Seneca House Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.01M	Sell	118,994 -173,442	-59%	-$4.42M	1.19%	27
2025 Q4	$7.47M	Sell	292,436 -177,254	-38%	-$4.54M	2.79%	11
2025 Q3	$12M	Buy	469,690 +47,873	+11%	+$1.21M	4.86%	5
2025 Q2	$10.7M	Sell	421,817 -12,817	-3%	-$318K	4.53%	6
2025 Q1	$10.9M	Buy	434,634 +22,148	+5%	+$548K	4.62%	5
2024 Q4	$10.1M	Buy	412,486 +54,371	+15%	+$1.36M	4.02%	6
2024 Q3	$9.21M	Buy	358,115 +5,993	+2%	+$151K	3.88%	8
2024 Q2	$8.65M	Buy	352,122 +18,875	+6%	+$461K	3.75%	8
2024 Q1	$8.27M	Buy	333,247 +36,913	+12%	+$915K	3.59%	10
2023 Q4	$7.48M	Buy	296,334 +39,053	+15%	+$932K	3.46%	10
2023 Q3	$6M	Buy	257,281 +68,245	+36%	+$1.65M	3.12%	14
2023 Q2	$4.65M	Buy	189,036 +29,278	+18%	+$725K	2.32%	17
2023 Q1	$4.01M	Buy	159,758 +22,761	+17%	+$563K	2.08%	18
2022 Q4	$3.31M	Buy	+136,997	New	+$3.29M	1.83%	22