Steward Partners Investment Advisory’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$29.2K	Buy	1,470 +526	+56%	+$10.4K	﹤0.01%	2750
2025 Q1	$18.6K	Buy	944 +6	+0.6%	+$118	﹤0.01%	2844
2024 Q4	$18K	Buy	+938	New	+$18K	﹤0.01%	2845