Sowell Financial Services’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Sowell Financial Services’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.13M	Buy
2025 Q2	$3.72M	Sell
2025 Q1	$3.7M	Buy
2024 Q4	$3.43M	Buy
2021 Q2	–	Sell
2021 Q1	$27K	Buy