Creative Planning’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 | $2.02M | Buy |
88,250
+1,275
| +1% | +$29.2K | ﹤0.01% | 1303 |
|
|
2025
Q1 | $2M | Buy |
86,975
+1,545
| +2% | +$35.4K | ﹤0.01% | 1174 |
|
|
2024
Q4 | $1.95M | Buy |
85,430
+14,093
| +20% | +$321K | ﹤0.01% | 1144 |
|
|
2024
Q3 | $1.65M | Sell |
71,337
-3,576
| -5% | -$82.5K | ﹤0.01% | 1190 |
|
|
2024
Q2 | $1.7M | Sell |
74,913
-4,544
| -6% | -$103K | ﹤0.01% | 1072 |
|
|
2024
Q1 | $1.8M | Buy |
79,457
+7,326
| +10% | +$166K | ﹤0.01% | 1009 |
|
|
2023
Q4 | $1.65M | Buy |
72,131
+14,884
| +26% | +$340K | ﹤0.01% | 989 |
|
|
2023
Q3 | $1.29M | Buy |
57,247
+7,520
| +15% | +$169K | ﹤0.01% | 1046 |
|
|
2023
Q2 | $1.13M | Sell |
49,727
-2,315
| -4% | -$52.4K | ﹤0.01% | 1071 |
|
|
2023
Q1 | $1.2M | Sell |
52,042
-3,445
| -6% | -$79.5K | ﹤0.01% | 981 |
|
|
2022
Q4 | $1.26M | Buy |
55,487
+36,320
| +189% | +$825K | ﹤0.01% | 923 |
|
|
2022
Q3 | $434K | Buy |
19,167
+9,740
| +103% | +$221K | ﹤0.01% | 1411 |
|
|
2022
Q2 | $222K | Buy |
+9,427
| New | +$222K | ﹤0.01% | 1806 |
|