Duncker Streett & Co’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Hold |
26,855
| – | – | 0.11% | 141 |
|
|
2025
Q1 | $598K | Hold |
26,855
| – | – | 0.12% | 140 |
|
|
2024
Q4 | $588K | Buy |
26,855
+8,957
| +50% | +$196K | 0.11% | 147 |
|
|
2024
Q3 | $403K | Hold |
17,898
| – | – | 0.07% | 178 |
|
|
2024
Q2 | $391K | Buy |
17,898
+1,555
| +10% | +$33.9K | 0.08% | 178 |
|
|
2024
Q1 | $358K | Hold |
16,343
| – | – | 0.07% | 184 |
|
|
2023
Q4 | $363K | Hold |
16,343
| – | – | 0.08% | 177 |
|
|
2023
Q3 | $352K | Buy |
+16,343
| New | +$352K | 0.08% | 170 |
|