Barrett & Company’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.6K | Buy |
4,163
+2,313
| +125% | +$45.9K | 0.03% | 235 |
|
|
2025
Q1 | $36.4K | Buy |
1,850
+1,450
| +363% | +$28.5K | 0.02% | 308 |
|
|
2024
Q4 | $7.68K | Hold |
400
| – | – | ﹤0.01% | 457 |
|
|
2024
Q3 | $8.02K | Hold |
400
| – | – | ﹤0.01% | 446 |
|
|
2024
Q2 | $7.71K | Hold |
400
| – | – | ﹤0.01% | 451 |
|
|
2024
Q1 | $7.77K | Buy |
+400
| New | +$7.77K | ﹤0.01% | 451 |
|