Connecticut Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.2M	Buy	835,276 +427,103	+105%	+$9.79M	0.91%	26
2025 Q1	$9.36M	Buy	408,173 +318,409	+355%	+$7.3M	0.49%	35
2024 Q4	$2.05M	Buy	89,764 +80,764	+897%	+$1.84M	0.1%	79
2024 Q3	$208K	Buy	+9,000	New	+$208K	0.01%	315