DP
Denver PWM’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Buy |
750,016
+60,726
| +9% | +$1.36M | 5.23% | 7 |
|
|
2025
Q1 | $15.3M | Buy |
689,290
+69,223
| +11% | +$1.54M | 5.52% | 8 |
|
|
2024
Q4 | $13.6M | Buy |
620,067
+177,229
| +40% | +$3.88M | 5.26% | 9 |
|
|
2024
Q3 | $9.97M | Buy |
442,838
+20,115
| +5% | +$453K | 3.79% | 12 |
|
|
2024
Q2 | $9.23M | Buy |
+422,723
| New | +$9.23M | 3.68% | 13 |
|