Barrett & Company’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 | $181K | Buy |
8,235
+2,085
| +34% | +$45.7K | 0.07% | 153 |
|
|
2025
Q1 | $134K | Buy |
6,150
+1,450
| +31% | +$31.6K | 0.06% | 167 |
|
|
2024
Q4 | $100K | Buy |
4,700
+4,300
| +1,075% | +$91.7K | 0.04% | 197 |
|
|
2024
Q3 | $8.84K | Hold |
400
| – | – | ﹤0.01% | 437 |
|
|
2024
Q2 | $8.55K | Hold |
400
| – | – | ﹤0.01% | 440 |
|
|
2024
Q1 | $8.6K | Buy |
+400
| New | +$8.6K | ﹤0.01% | 441 |
|