Allworth Financial’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Buy |
145,592
+47,717
| +49% | +$1.07M | 0.02% | 386 |
|
|
2025
Q1 | $2.18M | Buy |
97,875
+2,024
| +2% | +$45.1K | 0.01% | 377 |
|
|
2024
Q4 | $2.1M | Buy |
95,851
+15,810
| +20% | +$346K | 0.01% | 390 |
|
|
2024
Q3 | $1.8M | Sell |
80,041
-4,053
| -5% | -$91.2K | 0.01% | 355 |
|
|
2024
Q2 | $1.85M | Sell |
84,094
-17,822
| -17% | -$392K | 0.01% | 345 |
|
|
2024
Q1 | $2.24M | Sell |
101,916
-49,872
| -33% | -$1.09M | 0.02% | 304 |
|
|
2023
Q4 | $3.37M | Buy |
+151,788
| New | +$3.37M | 0.03% | 233 |
|