Cetera Advisors’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
2024 Q1	–	Sell	-21,934	Closed	-$478K	–	2444
2023 Q4	$478K	Buy	21,934 +492	+2%	+$10.7K	0.01%	1152
2023 Q3	$450K	Buy	21,442 +5,042	+31%	+$106K	0.01%	1122
2023 Q2	$355K	Buy	16,400 +4,050	+33%	+$87.6K	0.01%	1217
2023 Q1	$274K	Buy	+12,350	New	+$274K	﹤0.01%	1329