BWM
BCS Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,827
| Closed | -$219K | – | 275 |
|
|
2025
Q1 | $219K | Hold |
9,827
| – | – | 0.06% | 231 |
|
|
2024
Q4 | $215K | Hold |
9,827
| – | – | 0.05% | 241 |
|
|
2024
Q3 | $221K | Hold |
9,827
| – | – | 0.09% | 153 |
|
|
2024
Q2 | $215K | Hold |
9,827
| – | – | 0.1% | 147 |
|
|
2024
Q1 | $216K | Hold |
9,827
| – | – | 0.07% | 224 |
|
|
2023
Q4 | $218K | Buy |
+9,827
| New | +$218K | 0.08% | 208 |
|