Sowell Financial Services’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-27,346	Closed	-$614K	–	560
2024 Q2	$614K	Sell	27,346 -4,797	-15%	-$108K	0.03%	408
2024 Q1	$729K	Sell	32,143 -2,596	-7%	-$58.9K	0.03%	398
2023 Q4	$803K	Buy	+34,739	New	+$803K	0.04%	362