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Denver PWM’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Denver PWM’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.1M Buy
690,448
+61,367
+10% +$1.35M 4.72% 11
2025
Q1 		$13.7M Buy
629,081
+76,839
+14% +$1.67M 4.93% 11
2024
Q4 		$11.8M Buy
+552,242
New +$11.8M 4.56% 11