AE Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.8K | Hold |
2,956
| – | – | ﹤0.01% | 1561 |
|
|
2025
Q1 | $67.8K | Hold |
2,956
| – | – | ﹤0.01% | 1531 |
|
|
2024
Q4 | $67.4K | Buy |
+2,956
| New | +$67.4K | ﹤0.01% | 1506 |
|
|
2024
Q3 | – | Sell |
-9,841
| Closed | -$223K | – | 1282 |
|
|
2024
Q2 | $223K | Buy |
+9,841
| New | +$223K | ﹤0.01% | 1126 |
|
|
2024
Q1 | – | Sell |
-31,741
| Closed | -$725K | – | 1542 |
|
|
2023
Q4 | $725K | Buy |
31,741
+18,067
| +132% | +$413K | ﹤0.01% | 1275 |
|
|
2023
Q3 | $307K | Buy |
+13,674
| New | +$307K | ﹤0.01% | 1599 |
|