Envestnet Asset Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10M | Buy |
408,174
+38,433
| +10% | +$942K | ﹤0.01% | 1734 |
|
2025
Q1 | $9.02M | Buy |
369,741
+10,675
| +3% | +$260K | ﹤0.01% | 1737 |
|
2024
Q4 | $8.48M | Buy |
359,066
+331,185
| +1,188% | +$7.83M | ﹤0.01% | 1756 |
|
2024
Q3 | $700K | Buy |
27,881
+272
| +1% | +$6.83K | ﹤0.01% | 3331 |
|
2024
Q2 | $663K | Buy |
27,609
+3,230
| +13% | +$77.5K | ﹤0.01% | 3294 |
|
2024
Q1 | $592K | Buy |
+24,379
| New | +$592K | ﹤0.01% | 3332 |
|