Element Wealth’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 | $329K | Buy |
14,720
+3,725
| +34% | +$83.3K | 0.15% | 122 |
|
|
2025
Q1 | $245K | Buy |
10,995
+1,600
| +17% | +$35.6K | 0.13% | 135 |
|
|
2024
Q4 | $206K | Buy |
9,395
+2,501
| +36% | +$54.8K | 0.11% | 145 |
|
|
2024
Q3 | $155K | Buy |
6,894
+510
| +8% | +$11.5K | 0.08% | 162 |
|
|
2024
Q2 | $139K | Hold |
6,384
| – | – | 0.08% | 153 |
|
|
2024
Q1 | $140K | Buy |
+6,384
| New | +$140K | 0.08% | 152 |
|