Snowden Capital Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.1M	Buy	219,212 +10,271	+5%	+$240K	0.14%	167
2025 Q4	$4.89M	Buy	208,941 +29,787	+17%	+$698K	0.13%	172
2025 Q3	$4.2M	Buy	179,154 +3,784	+2%	+$88.4K	0.11%	188
2025 Q2	$4.09M	Sell	175,370 -135	-0.1%	-$3.11K	0.12%	185
2025 Q1	$4.06M	Buy	175,505 +200	+0.1%	+$4.59K	0.13%	172
2024 Q4	$4M	Buy	175,305 +7,023	+4%	+$162K	0.12%	175
2024 Q3	$3.96M	Buy	168,282 +16,312	+11%	+$378K	0.12%	205
2024 Q2	$3.45M	Sell	151,970 -654	-0.4%	-$14.8K	0.1%	229
2024 Q1	$3.48M	Buy	152,624 +63,463	+71%	+$1.45M	0.11%	225
2023 Q4	$2.06M	Buy	89,161 +8,100	+10%	+$180K	0.08%	279
2023 Q3	$1.78M	Buy	81,061 +5,791	+8%	+$129K	0.08%	286
2023 Q2	$1.69M	Sell	75,270 -377	-0.5%	-$8.55K	0.06%	322
2023 Q1	$1.73M	Buy	75,647 +61,940	+452%	+$1.4M	0.07%	311
2022 Q4	$304K	Sell	13,707 -7,477	-35%	-$165K	0.01%	910
2022 Q3	$461K	Buy	21,184 +7	+0%	+$160	0.02%	684
2022 Q2	$483K	Buy	+21,177	New	+$493K	0.02%	648