Essential Planning’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Essential Planning’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.31M	Sell
2025 Q2	$1.41M	Sell
2025 Q1	$1.66M	Sell
2024 Q4	$78.2M	Buy
2024 Q3	$1.21M	Sell
2024 Q2	$1.25M	Buy
2024 Q1	$806K	Buy
2023 Q4	$706K	Buy
2023 Q3	$563K	Buy