Apollon Wealth Management’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 | $220K | Buy |
10,023
+48
| +0.5% | +$1.05K | ﹤0.01% | 1139 |
|
|
2025
Q1 | $217K | Buy |
+9,975
| New | +$217K | ﹤0.01% | 1076 |
|
|
2024
Q4 | – | Sell |
-16,406
| Closed | -$363K | – | 1239 |
|
|
2024
Q3 | $363K | Buy |
16,406
+3,018
| +23% | +$66.7K | 0.01% | 843 |
|
|
2024
Q2 | $286K | Buy |
13,388
+132
| +1% | +$2.82K | 0.01% | 880 |
|
|
2024
Q1 | $285K | Buy |
13,256
+84
| +0.6% | +$1.81K | 0.01% | 881 |
|
|
2023
Q4 | $287K | Buy |
+13,172
| New | +$287K | 0.01% | 851 |
|