AllSquare Wealth Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Buy |
22,266
+152
| +0.7% | +$3.02K | 0.25% | 63 |
|
|
2025
Q1 | $435K | Buy |
22,114
+1,655
| +8% | +$32.5K | 0.26% | 61 |
|
|
2024
Q4 | $393K | Buy |
20,459
+11,532
| +129% | +$221K | 0.23% | 63 |
|
|
2024
Q3 | $179K | Buy |
8,927
+1,950
| +28% | +$39.1K | 0.1% | 115 |
|
|
2024
Q2 | $134K | Hold |
6,977
| – | – | 0.08% | 128 |
|
|
2024
Q1 | $135K | Buy |
+6,977
| New | +$135K | 0.08% | 132 |
|