Atwood & Palmer’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 | $20.3M | Sell |
907,555
-226,268
| -20% | -$5.06M | 1.27% | 34 |
|
|
2025
Q1 | $25.2M | Buy |
1,133,823
+50,013
| +5% | +$1.11M | 1.75% | 24 |
|
|
2024
Q4 | $23.7M | Buy |
1,083,810
+73,906
| +7% | +$1.62M | 1.63% | 25 |
|
|
2024
Q3 | $22.7M | Buy |
1,009,904
+70,204
| +7% | +$1.58M | 1.55% | 30 |
|
|
2024
Q2 | $20.5M | Buy |
939,700
+12,795
| +1% | +$279K | 1.55% | 27 |
|
|
2024
Q1 | $20.3M | Buy |
926,905
+105,095
| +13% | +$2.31M | 1.54% | 29 |
|
|
2023
Q4 | $18.3M | Buy |
821,810
+31,905
| +4% | +$709K | 1.48% | 30 |
|
|
2023
Q3 | $17M | Buy |
+789,905
| New | +$17M | 1.49% | 28 |
|