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Blake Schutter Theil Wealth Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio IBTI Stock Details IBTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$541K Hold
24,191
– – 0.61% 50
2025
Q1 		$538K Buy
24,191
+2,277
+10% +$50.7K 0.61% 53
2024
Q4 		$480K Buy
+21,914
New +$480K 0.51% 53