Sowell Financial Services’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	$3.71M	Buy	158,931 +6,676	+4%	+$156K	0.15%	142
2025 Q1	$3.52M	Buy	152,255 +6,603	+5%	+$153K	0.16%	136
2024 Q4	$3.32M	Buy	+145,652	New	+$3.32M	0.17%	137
2021 Q2	–	Sell	-1,013	Closed	-$27K	–	1520
2021 Q1	$27K	Buy	+1,013	New	+$27K	﹤0.01%	1918