Benjamin Edwards Inc’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-23,513
| Closed | -$533K | – | 744 |
|
2022
Q3 | $533K | Buy |
23,513
+5,821
| +33% | +$132K | 0.16% | 162 |
|
2022
Q2 | $417K | Buy |
17,692
+12,312
| +229% | +$290K | 0.12% | 188 |
|
2022
Q1 | $129K | Buy |
+5,380
| New | +$129K | 0.04% | 319 |
|
2021
Q2 | – | Sell |
-6,098
| Closed | -$155K | – | 425 |
|
2021
Q1 | $155K | Sell |
6,098
-732
| -11% | -$18.6K | 0.12% | 169 |
|
2020
Q4 | $179K | Buy |
6,830
+851
| +14% | +$22.3K | 0.14% | 151 |
|
2020
Q3 | $157K | Buy |
5,979
+1,393
| +30% | +$36.6K | 0.13% | 139 |
|
2020
Q2 | $121K | Buy |
+4,586
| New | +$121K | 0.1% | 144 |
|