Beacon Pointe Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Sell |
26,849
-801
| -3% | -$18.4K | 0.01% | 813 |
|
|
2025
Q1 | $634K | Sell |
27,650
-534
| -2% | -$12.3K | 0.01% | 763 |
|
|
2024
Q4 | $643K | Buy |
28,184
+1,993
| +8% | +$45.5K | 0.01% | 746 |
|
|
2024
Q3 | $604K | Buy |
26,191
+10,908
| +71% | +$252K | 0.01% | 780 |
|
|
2024
Q2 | $346K | Buy |
15,283
+317
| +2% | +$7.18K | ﹤0.01% | 995 |
|
|
2024
Q1 | $340K | Sell |
14,966
-26
| -0.2% | -$590 | ﹤0.01% | 1052 |
|
|
2023
Q4 | $343K | Buy |
14,992
+3,805
| +34% | +$87K | ﹤0.01% | 1019 |
|
|
2023
Q3 | $251K | Buy |
+11,187
| New | +$251K | ﹤0.01% | 1135 |
|