Sowell Financial Services’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,817	Closed	-$328K	–	548
2024 Q3	$328K	Sell	14,817 -4,434	-23%	-$98.2K	0.02%	491
2024 Q2	$411K	Sell	19,251 -4,332	-18%	-$92.5K	0.02%	457
2024 Q1	$507K	Sell	23,583 -2,255	-9%	-$48.5K	0.02%	450
2023 Q4	$563K	Buy	+25,838	New	+$563K	0.03%	416