Commonwealth Equity Services’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.2M	Sell	835,319 -56,270	-6%	-$1.23M	0.03%	605
2025 Q4	$19.6M	Buy	891,589 +277,424	+45%	+$6.1M	0.03%	574
2025 Q3	$13.5M	Sell	614,165 -34,314	-5%	-$751K	0.02%	756
2025 Q2	$14.2M	Buy	648,479 +10,609	+2%	+$231K	0.02%	716
2025 Q1	$13.9M	Buy	637,870 +49,463	+8%	+$1.06M	0.02%	711
2024 Q4	$12.5M	Buy	588,407 +30,932	+6%	+$667K	0.02%	714
2024 Q3	$12.3M	Buy	557,475 +83,265	+18%	+$1.82M	0.02%	729
2024 Q2	$10.1M	Buy	474,210 +251,281	+113%	+$5.33M	0.02%	802
2024 Q1	$4.79M	Buy	222,929 +132,049	+145%	+$2.85M	0.01%	1194
2023 Q4	$1.98M	Buy	90,880 +70,336	+342%	+$1.49M	﹤0.01%	1706
2023 Q3	$431K	Buy	20,544 +3,618	+21%	+$77.2K	﹤0.01%	2715
2023 Q2	$366K	Buy	16,926 +5,246	+45%	+$115K	﹤0.01%	2871
2023 Q1	$258	Buy	+11,680	New	+$256K	﹤0.01%	3089