Cetera Investment Advisers’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 | $7.64M | Buy |
348,460
+14,641
| +4% | +$321K | 0.01% | 962 |
|
2025
Q1 | $7.27M | Buy |
333,819
+244,309
| +273% | +$5.32M | 0.01% | 920 |
|
2024
Q4 | $1.91M | Buy |
89,510
+16,546
| +23% | +$353K | ﹤0.01% | 1700 |
|
2024
Q3 | $1.61M | Buy |
72,964
+9,917
| +16% | +$219K | ﹤0.01% | 1776 |
|
2024
Q2 | $1.35M | Buy |
63,047
+21,698
| +52% | +$464K | ﹤0.01% | 1853 |
|
2024
Q1 | $889K | Buy |
41,349
+22,775
| +123% | +$490K | ﹤0.01% | 2171 |
|
2023
Q4 | $405K | Buy |
+18,574
| New | +$405K | ﹤0.01% | 1608 |
|