Element Wealth’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $883K | Buy |
38,488
+4,271
| +12% | +$97.9K | 0.41% | 61 |
|
2025
Q1 | $785K | Sell |
34,217
-286
| -0.8% | -$6.56K | 0.42% | 57 |
|
2024
Q4 | $787K | Buy |
34,503
+1,514
| +5% | +$34.5K | 0.41% | 56 |
|
2024
Q3 | $761K | Buy |
32,989
+610
| +2% | +$14.1K | 0.4% | 52 |
|
2024
Q2 | $734K | Buy |
32,379
+2,197
| +7% | +$49.8K | 0.41% | 50 |
|
2024
Q1 | $685K | Buy |
30,182
+3,363
| +13% | +$76.4K | 0.4% | 48 |
|
2023
Q4 | $613K | Buy |
26,819
+22,636
| +541% | +$517K | 0.38% | 48 |
|
2023
Q3 | $94K | Buy |
4,183
+2,860
| +216% | +$64.3K | 0.07% | 147 |
|
2023
Q2 | $30K | Hold |
1,323
| – | – | 0.02% | 183 |
|
2023
Q1 | $30.5K | Buy |
+1,323
| New | +$30.5K | 0.02% | 161 |
|