Virginia Wealth Management Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.18M	Buy	179,185 +4,480	+3%	+$105K	2.54%	21
2025 Q1	$4.04M	Buy	174,705 +20,200	+13%	+$467K	2.5%	20
2024 Q4	$3.52M	Buy	+154,505	New	+$3.52M	2.18%	24