Atwood & Palmer’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 | $19.8M | Sell |
903,240
-235,239
| -21% | -$5.16M | 1.24% | 36 |
|
|
2025
Q1 | $24.8M | Buy |
1,138,479
+48,927
| +4% | +$1.07M | 1.72% | 26 |
|
|
2024
Q4 | $23.2M | Buy |
1,089,552
+75,892
| +7% | +$1.62M | 1.59% | 26 |
|
|
2024
Q3 | $22.4M | Buy |
1,013,660
+71,685
| +8% | +$1.58M | 1.52% | 31 |
|
|
2024
Q2 | $20.1M | Buy |
941,975
+15,285
| +2% | +$327K | 1.52% | 29 |
|
|
2024
Q1 | $19.9M | Buy |
926,690
+104,770
| +13% | +$2.25M | 1.51% | 31 |
|
|
2023
Q4 | $17.9M | Buy |
821,920
+31,680
| +4% | +$690K | 1.45% | 32 |
|
|
2023
Q3 | $16.6M | Buy |
+790,240
| New | +$16.6M | 1.45% | 30 |
|