Sowell Financial Services’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$420K	Buy
2025 Q2	$367K	Buy
2024 Q3	–	Sell
2024 Q2	$635K	Buy
2024 Q1	$346K	Buy