Wilkins Miller Wealth Management’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	$4.11M	Sell	176,304 -3,460	-2%	-$80.7K	2.8%	13
2025 Q1	$4.16M	Buy	179,764 +4,343	+2%	+$100K	3.13%	10
2024 Q4	$4M	Buy	+175,421	New	+$4M	4.18%	8