Allworth Financial’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 | $3.09M | Buy |
134,975
+38,983
| +41% | +$894K | 0.01% | 400 |
|
2025
Q1 | $2.2M | Sell |
95,992
-1,184
| -1% | -$27.1K | 0.01% | 376 |
|
2024
Q4 | $2.22M | Buy |
97,176
+7,714
| +9% | +$176K | 0.01% | 380 |
|
2024
Q3 | $2.06M | Sell |
89,462
-5,437
| -6% | -$125K | 0.01% | 335 |
|
2024
Q2 | $2.16M | Sell |
94,899
-21,279
| -18% | -$483K | 0.01% | 324 |
|
2024
Q1 | $2.64M | Sell |
116,178
-46,938
| -29% | -$1.07M | 0.02% | 270 |
|
2023
Q4 | $3.73M | Buy |
163,116
+154,243
| +1,738% | +$3.53M | 0.03% | 221 |
|
2023
Q3 | $199K | Buy |
+8,873
| New | +$199K | ﹤0.01% | 683 |
|