D.A. Davidson & Co’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
$6.56M Buy
299,485
+3,919
+1% +$85.9K 0.05% 278
2025
Q1
$6.43M Buy
295,566
+20,714
+8% +$451K 0.05% 268
2024
Q4
$5.86M Buy
274,852
+22,207
+9% +$474K 0.05% 280
2024
Q3
$5.58M Buy
252,645
+27,159
+12% +$600K 0.05% 296
2024
Q2
$4.82M Buy
225,486
+32,248
+17% +$689K 0.04% 307
2024
Q1
$4.15M Buy
193,238
+64,819
+50% +$1.39M 0.04% 337
2023
Q4
$2.8M Buy
128,419
+36,750
+40% +$800K 0.03% 407
2023
Q3
$1.93M Buy
91,669
+7,717
+9% +$162K 0.02% 487
2023
Q2
$1.82M Sell
83,952
-824
-1% -$17.8K 0.02% 509
2023
Q1
$1.88M Buy
84,776
+524
+0.6% +$11.6K 0.02% 482
2022
Q4
$1.82M Buy
+84,252
New +$1.82M 0.02% 459