Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.02M Sell
119,470
-8,600
-7% -$219K 0.01% 1175
2025
Q4 		$3.26M Buy
128,070
+6,005
+5% +$153K ﹤0.01% 1238
2025
Q3 		$3.11M Sell
122,065
-13,261
-10% -$337K ﹤0.01% 1194
2025
Q2 		$3.42M Buy
135,326
+4,422
+3% +$111K 0.01% 1081
2025
Q1 		$3.31M Buy
130,904
+61,140
+88% +$1.53M 0.01% 1001
2024
Q4 		$1.74M Buy
69,764
+42,688
+158% +$1.07M ﹤0.01% 1253
2024
Q3 		$691K Buy
27,076
+1,626
+6% +$41K ﹤0.01% 1608
2024
Q2 		$630K Buy
25,450
+1,678
+7% +$41.4K ﹤0.01% 1495
2024
Q1 		$592K Sell
23,772
-8,255
-26% -$205K ﹤0.01% 1481
2023
Q4 		$804K Buy
32,027
+14,906
+87% +$362K ﹤0.01% 1253
2023
Q3 		$411K Buy
+17,121
New +$417K ﹤0.01% 1549

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