Barrett & Company’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $536K | Buy |
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|
2025
Q2 | $481K | Buy |
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|
2025
Q1 | $433K | Buy |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $217K | Buy |
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|
2024
Q2 | $158K | Hold |
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|
2024
Q1 | $159K | Buy |
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|
2023
Q4 | $41.1K | Hold |
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|
2023
Q3 | $39.9K | Hold |
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|
2023
Q2 | $40.7K | Hold |
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|
2023
Q1 | $41.6K | Hold |
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|
2022
Q4 | $40.6K | Hold |
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|
2022
Q3 | $40.6K | Buy |
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