Cerity 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 | $471K | Sell |
21,057
-93
| -0.4% | -$2.08K | ﹤0.01% | 1898 |
|
|
2025
Q1 | $471K | Buy |
21,150
+93
| +0.4% | +$2.07K | ﹤0.01% | 1783 |
|
|
2024
Q4 | $461K | Buy |
21,057
+1,914
| +10% | +$41.9K | ﹤0.01% | 1813 |
|
|
2024
Q3 | $431K | Hold |
19,143
| – | – | ﹤0.01% | 1856 |
|
|
2024
Q2 | $418K | Hold |
19,143
| – | – | ﹤0.01% | 1630 |
|
|
2024
Q1 | $420K | Buy |
19,143
+3,424
| +22% | +$75.1K | ﹤0.01% | 1685 |
|
|
2023
Q4 | $349K | Buy |
15,719
+2,043
| +15% | +$45.4K | ﹤0.01% | 1436 |
|
|
2023
Q3 | $295K | Hold |
13,676
| – | – | ﹤0.01% | 1150 |
|
|
2023
Q2 | $301K | Buy |
13,676
+2,442
| +22% | +$53.7K | ﹤0.01% | 1392 |
|
|
2023
Q1 | $253K | Buy |
+11,234
| New | +$253K | ﹤0.01% | 1612 |
|
|
2022
Q1 | – | Sell |
-19,809
| Closed | -$498K | – | 1016 |
|
|
2021
Q4 | $498K | Buy |
+19,809
| New | +$498K | 0.01% | 597 |
|