Autumn Glory Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
12,109
-272
| -2% | -$6.24K | 0.13% | 150 |
|
|
2025
Q1 | $284K | Hold |
12,381
| – | – | 0.14% | 139 |
|
|
2024
Q4 | $282K | Sell |
12,381
-310
| -2% | -$7.07K | 0.14% | 139 |
|
|
2024
Q3 | $293K | Hold |
12,691
| – | – | 0.11% | 166 |
|
|
2024
Q2 | $288K | Buy |
12,691
+133
| +1% | +$3.01K | 0.15% | 130 |
|
|
2024
Q1 | $285K | Hold |
12,558
| – | – | 0.14% | 128 |
|
|
2023
Q4 | $287K | Buy |
12,558
+745
| +6% | +$17K | 0.16% | 121 |
|
|
2023
Q3 | $265K | Buy |
+11,813
| New | +$265K | 0.16% | 122 |
|