AP
Atwood & Palmer’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
99,110
-1,029,781
| -91% | -$20.4M | 0.12% | 66 |
|
|
2025
Q1 | $22.2M | Buy |
1,128,891
+49,918
| +5% | +$981K | 1.54% | 31 |
|
|
2024
Q4 | $20.7M | Buy |
1,078,973
+59,237
| +6% | +$1.14M | 1.42% | 33 |
|
|
2024
Q3 | $20.4M | Buy |
1,019,736
+58,486
| +6% | +$1.17M | 1.39% | 32 |
|
|
2024
Q2 | $18.5M | Buy |
961,250
+8,575
| +0.9% | +$165K | 1.4% | 34 |
|
|
2024
Q1 | $18.5M | Buy |
952,675
+114,350
| +14% | +$2.22M | 1.4% | 33 |
|
|
2023
Q4 | $16.5M | Buy |
838,325
+41,200
| +5% | +$812K | 1.34% | 34 |
|
|
2023
Q3 | $15.1M | Buy |
+797,125
| New | +$15.1M | 1.32% | 36 |
|