Sowell Financial Services’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-18,502	Closed	-$465K	–	550
2024 Q3	$465K	Sell	18,502 -2,140	-10%	-$53.8K	0.02%	451
2024 Q2	$495K	Buy	+20,642	New	+$495K	0.02%	439