BWM
BCS Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,800
| Closed | -$523K | – | 273 |
|
|
2025
Q1 | $523K | Buy |
22,800
+2,193
| +11% | +$50.3K | 0.13% | 143 |
|
|
2024
Q4 | $470K | Hold |
20,607
| – | – | 0.12% | 152 |
|
|
2024
Q3 | $475K | Hold |
20,607
| – | – | 0.2% | 101 |
|
|
2024
Q2 | $467K | Hold |
20,607
| – | – | 0.23% | 88 |
|
|
2024
Q1 | $468K | Buy |
20,607
+10,926
| +113% | +$248K | 0.15% | 139 |
|
|
2023
Q4 | $221K | Buy |
+9,681
| New | +$221K | 0.08% | 201 |
|