BWM
BCS Wealth Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,167
| Closed | -$220K | – | 277 |
|
|
2025
Q1 | $220K | Hold |
11,167
| – | – | 0.06% | 229 |
|
|
2024
Q4 | $214K | Hold |
11,167
| – | – | 0.05% | 242 |
|
|
2024
Q3 | $224K | Hold |
11,167
| – | – | 0.1% | 150 |
|
|
2024
Q2 | $215K | Hold |
11,167
| – | – | 0.1% | 148 |
|
|
2024
Q1 | $217K | Hold |
11,167
| – | – | 0.07% | 223 |
|
|
2023
Q4 | $220K | Buy |
+11,167
| New | +$220K | 0.08% | 205 |
|