Austin Private Wealth’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	$526K	Sell	24,015 -618	-3%	-$13.5K	0.04%	173
2025 Q1	$536K	Buy	24,633 +11,768	+91%	+$256K	0.05%	154
2024 Q4	$274K	Buy	+12,865	New	+$274K	0.03%	216