Allworth Financial’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
59,919
+50,738
| +553% | +$1.11M | 0.01% | 568 |
|
|
2025
Q1 | $200K | Sell |
9,181
-293
| -3% | -$6.39K | ﹤0.01% | 945 |
|
|
2024
Q4 | $202K | Buy |
9,474
+8,526
| +899% | +$182K | ﹤0.01% | 940 |
|
|
2024
Q3 | $21K | Hold |
948
| – | – | ﹤0.01% | 1884 |
|
|
2024
Q2 | $20.4K | Hold |
948
| – | – | ﹤0.01% | 1874 |
|
|
2024
Q1 | $20.4K | Hold |
948
| – | – | ﹤0.01% | 1766 |
|
|
2023
Q4 | $20.6K | Buy |
+948
| New | +$20.6K | ﹤0.01% | 1636 |
|