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 |
|