Wealth Enhancement Advisory Services’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.3M	Buy	91,033 +34,449	+61%	+$879K	0.01%	1319
2025 Q4	$1.45M	Buy	56,584 +3,311	+6%	+$84.7K	﹤0.01%	1721
2025 Q3	$1.36M	Buy	53,273 +14,074	+36%	+$357K	﹤0.01%	1672
2025 Q2	$986K	Buy	39,199 +1,446	+4%	+$35.9K	﹤0.01%	1766
2025 Q1	$943K	Sell	37,753 -7,202	-16%	-$178K	﹤0.01%	1628
2024 Q4	$1.1M	Buy	44,955 +2,116	+5%	+$53K	﹤0.01%	1481
2024 Q3	$1.1M	Buy	42,839 +1,680	+4%	+$42.4K	﹤0.01%	1343
2024 Q2	$1.01M	Buy	41,159 +989	+2%	+$24.2K	﹤0.01%	1272
2024 Q1	$997K	Buy	40,170 +8,928	+29%	+$221K	﹤0.01%	1238
2023 Q4	$788K	Buy	31,242 +904	+3%	+$21.6K	﹤0.01%	1265
2023 Q3	$712K	Buy	+30,338	New	+$732K	﹤0.01%	1243