Austin Private Wealth’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Austin Private Wealth’s Portfolio IBTI Stock Details IBTI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$780K	Sell
2025 Q2	$906K	Buy
2025 Q1	$800K	Buy
2024 Q4	$788K	Buy
2024 Q3	$784K	Sell
2024 Q2	$805K	Buy
2024 Q1	$559K	Buy
2023 Q4	$305K	Buy