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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.72M	Sell	146,325 -20	-0%	-$508	0.15%	140
2025 Q1	$3.7M	Buy	146,345 +8,485	+6%	+$214K	0.17%	127
2024 Q4	$3.43M	Buy	+137,860	New	+$3.43M	0.18%	130
2021 Q2	–	Sell	-940	Closed	-$27K	–	1519
2021 Q1	$27K	Buy	+940	New	+$27K	﹤0.01%	1917