Cerity Partners’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Sell |
21,573
-111
| -0.5% | -$2.43K | ﹤0.01% | 1895 |
|
|
2025
Q1 | $472K | Buy |
21,684
+27
| +0.1% | +$588 | ﹤0.01% | 1779 |
|
|
2024
Q4 | $462K | Buy |
21,657
+2,089
| +11% | +$44.6K | ﹤0.01% | 1811 |
|
|
2024
Q3 | $433K | Hold |
19,568
| – | – | ﹤0.01% | 1852 |
|
|
2024
Q2 | $418K | Hold |
19,568
| – | – | ﹤0.01% | 1629 |
|
|
2024
Q1 | $421K | Buy |
19,568
+3,406
| +21% | +$73.2K | ﹤0.01% | 1679 |
|
|
2023
Q4 | $352K | Buy |
16,162
+2,247
| +16% | +$48.9K | ﹤0.01% | 1431 |
|
|
2023
Q3 | $292K | Hold |
13,915
| – | – | ﹤0.01% | 1153 |
|
|
2023
Q2 | $301K | Buy |
13,915
+4,788
| +52% | +$104K | ﹤0.01% | 1391 |
|
|
2023
Q1 | $202K | Buy |
+9,127
| New | +$202K | ﹤0.01% | 1711 |
|