CreativeOne Wealth’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 | $1.23M | Buy |
53,680
+13,500
| +34% | +$310K | 0.03% | 477 |
|
|
2025
Q1 | $922K | Sell |
40,180
-1,245
| -3% | -$28.6K | 0.03% | 504 |
|
|
2024
Q4 | $945K | Buy |
41,425
+9,215
| +29% | +$210K | 0.03% | 484 |
|
|
2024
Q3 | $743K | Buy |
+32,210
| New | +$743K | 0.03% | 514 |
|
|
2024
Q1 | – | Sell |
-14,200
| Closed | -$325K | – | 887 |
|
|
2023
Q4 | $325K | Buy |
+14,200
| New | +$325K | 0.02% | 477 |
|