Autumn Glory Partners’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
12,918
+30
| +0.2% | +$671 | 0.14% | 144 |
|
|
2025
Q1 | $287K | Hold |
12,888
| – | – | 0.14% | 137 |
|
|
2024
Q4 | $282K | Buy |
12,888
+135
| +1% | +$2.96K | 0.14% | 140 |
|
|
2024
Q3 | $287K | Hold |
12,753
| – | – | 0.11% | 171 |
|
|
2024
Q2 | $278K | Hold |
12,753
| – | – | 0.14% | 136 |
|
|
2024
Q1 | $280K | Hold |
12,753
| – | – | 0.14% | 133 |
|
|
2023
Q4 | $283K | Buy |
12,753
+767
| +6% | +$17K | 0.16% | 127 |
|
|
2023
Q3 | $258K | Buy |
+11,986
| New | +$258K | 0.16% | 126 |
|