Cerity Partners’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Sell |
23,884
-88
| -0.4% | -$1.75K | ﹤0.01% | 1893 |
|
|
2025
Q1 | $471K | Buy |
23,972
+88
| +0.4% | +$1.73K | ﹤0.01% | 1781 |
|
|
2024
Q4 | $458K | Buy |
23,884
+2,273
| +11% | +$43.6K | ﹤0.01% | 1815 |
|
|
2024
Q3 | $433K | Hold |
21,611
| – | – | ﹤0.01% | 1851 |
|
|
2024
Q2 | $417K | Hold |
21,611
| – | – | ﹤0.01% | 1634 |
|
|
2024
Q1 | $420K | Buy |
+21,611
| New | +$420K | ﹤0.01% | 1686 |
|