Costello Asset Management’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	$10.2K	Buy	463 +4	+0.9%	+$88	﹤0.01%	470
2025 Q1	$9.99K	Buy	459 +3	+0.7%	+$65	﹤0.01%	456
2024 Q4	$9.72K	Buy	456 +6	+1%	+$128	0.01%	144
2024 Q3	$9.95K	Buy	+450	New	+$9.95K	0.01%	147