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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$367K	Buy	+17,453	New	+$367K	0.02%	709
2024 Q3	–	Sell	-31,520	Closed	-$635K	–	559
2024 Q2	$635K	Buy	31,520 +14,530	+86%	+$293K	0.03%	404
2024 Q1	$346K	Buy	+16,990	New	+$346K	0.02%	505