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

CreativeOne Wealth’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.2M	Sell
2025 Q2	$1.23M	Buy
2025 Q1	$922K	Sell
2024 Q4	$945K	Buy
2024 Q3	$743K	Buy
2024 Q1	–	Sell
2023 Q4	$325K	Buy