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Asset Advisors Investment Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Asset Advisors Investment Management’s Portfolio IBTI Stock Details IBTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.7M Buy
566,440
+286,259
+102% +$6.4M 1.25% 26
2025
Q1 		$6.23M Buy
280,181
+217,626
+348% +$4.84M 0.65% 42
2024
Q4 		$1.37M Buy
+62,555
New +$1.37M 0.14% 67