BWM
BCS Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,991
| Closed | -$218K | – | 276 |
|
|
2025
Q1 | $218K | Hold |
9,991
| – | – | 0.06% | 232 |
|
|
2024
Q4 | $213K | Hold |
9,991
| – | – | 0.05% | 243 |
|
|
2024
Q3 | $221K | Hold |
9,991
| – | – | 0.09% | 154 |
|
|
2024
Q2 | $214K | Hold |
9,991
| – | – | 0.1% | 149 |
|
|
2024
Q1 | $215K | Hold |
9,991
| – | – | 0.07% | 225 |
|
|
2023
Q4 | $218K | Buy |
+9,991
| New | +$218K | 0.08% | 209 |
|