Essential Planning’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 | $1.41M | Sell |
61,646
-10,761
| -15% | -$247K | 0.53% | 28 |
|
|
2025
Q1 | $1.66M | Sell |
72,407
-3,353,179
| -98% | -$76.9M | 0.67% | 24 |
|
|
2024
Q4 | $78.2M | Buy |
3,425,586
+3,372,976
| +6,411% | +$77M | 0.51% | 21 |
|
|
2024
Q3 | $1.21M | Sell |
52,610
-2,353
| -4% | -$54.3K | 0.5% | 26 |
|
|
2024
Q2 | $1.25M | Buy |
54,963
+19,713
| +56% | +$447K | 0.55% | 26 |
|
|
2024
Q1 | $806K | Buy |
35,250
+4,376
| +14% | +$100K | 0.4% | 27 |
|
|
2023
Q4 | $706K | Buy |
30,874
+5,813
| +23% | +$133K | 0.36% | 29 |
|
|
2023
Q3 | $563K | Buy |
+25,061
| New | +$563K | 0.31% | 30 |
|