CAPTRUST Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
51,720
+340
| +0.7% | +$7.6K | ﹤0.01% | 1268 |
|
|
2025
Q1 | $1.14M | Buy |
51,380
+217
| +0.4% | +$4.83K | ﹤0.01% | 1197 |
|
|
2024
Q4 | $1.12M | Buy |
51,163
+32,097
| +168% | +$703K | ﹤0.01% | 1170 |
|
|
2024
Q3 | $429K | Sell |
19,066
-6,845
| -26% | -$154K | ﹤0.01% | 1659 |
|
|
2024
Q2 | $566K | Buy |
25,911
+16
| +0.1% | +$349 | ﹤0.01% | 1439 |
|
|
2024
Q1 | $568K | Buy |
25,895
+7,773
| +43% | +$170K | ﹤0.01% | 1424 |
|
|
2023
Q4 | $403K | Buy |
+18,122
| New | +$403K | ﹤0.01% | 1906 |
|