Carmel Capital Partners’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 | $5.6M | Buy |
250,233
+3,084
| +1% | +$69K | 1.96% | 11 |
|
|
2025
Q1 | $5.5M | Buy |
247,149
+24,541
| +11% | +$546K | 2.16% | 8 |
|
|
2024
Q4 | $4.88M | Buy |
222,608
+59,758
| +37% | +$1.31M | 1.97% | 10 |
|
|
2024
Q3 | $3.66M | Buy |
162,850
+19,225
| +13% | +$433K | 1.41% | 11 |
|
|
2024
Q2 | $3.14M | Buy |
143,625
+16,393
| +13% | +$358K | 1.32% | 11 |
|
|
2024
Q1 | $2.79M | Buy |
+127,232
| New | +$2.79M | 1.15% | 12 |
|