Benjamin F. Edwards & Company’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2K | Buy |
+79
| New | +$2K | ﹤0.01% | 2039 |
|
|
2024
Q1 | – | Sell |
-112
| Closed | -$2K | – | 2172 |
|
|
2023
Q4 | $2K | Buy |
+112
| New | +$2K | ﹤0.01% | 1991 |
|
|
2021
Q3 | – | Sell |
-240,281
| Closed | -$6.12M | – | 1727 |
|
|
2021
Q2 | $6.12M | Buy |
240,281
+192,218
| +400% | +$4.89M | 0.31% | 78 |
|
|
2021
Q1 | $1.2M | Sell |
48,063
-59,970
| -56% | -$1.5M | 0.06% | 297 |
|
|
2020
Q4 | $2.84M | Buy |
108,033
+9,729
| +10% | +$256K | 0.17% | 146 |
|
|
2020
Q3 | $2.62M | Buy |
98,304
+17,225
| +21% | +$458K | 0.18% | 144 |
|
|
2020
Q2 | $2.16M | Buy |
+81,079
| New | +$2.16M | 0.16% | 149 |
|