Envestnet Asset Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
971,487
+279,747
| +40% | +$6.13M | 0.01% | 1212 |
|
|
2025
Q1 | $15.1M | Buy |
691,740
+235,232
| +52% | +$5.12M | ﹤0.01% | 1391 |
|
|
2024
Q4 | $9.74M | Buy |
456,508
+92,678
| +25% | +$1.98M | ﹤0.01% | 1664 |
|
|
2024
Q3 | $8.04M | Buy |
363,830
+182,275
| +100% | +$4.03M | ﹤0.01% | 1788 |
|
|
2024
Q2 | $3.88M | Buy |
181,555
+134,168
| +283% | +$2.87M | ﹤0.01% | 2196 |
|
|
2024
Q1 | $1.02M | Buy |
47,387
+9,499
| +25% | +$204K | ﹤0.01% | 3020 |
|
|
2023
Q4 | $825K | Buy |
37,888
+6,101
| +19% | +$133K | ﹤0.01% | 3053 |
|
|
2023
Q3 | $668K | Buy |
31,787
+5,214
| +20% | +$109K | ﹤0.01% | 3084 |
|
|
2023
Q2 | $575K | Buy |
26,573
+17,019
| +178% | +$368K | ﹤0.01% | 3126 |
|
|
2023
Q1 | $212K | Buy |
+9,554
| New | +$212K | ﹤0.01% | 3632 |
|