Wilkins Miller Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.08M	Sell	41,502 -24,048	-37%	-$623K	0.73%	40
2025 Q1	$1.68M	Buy	65,550 +1,867	+3%	+$47.7K	1.26%	24
2024 Q4	$1.6M	Buy	+63,683	New	+$1.6M	1.67%	16