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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.28M	Sell	55,734 -408	-0.7%	-$9.34K	0.41%	31
2025 Q4	$1.28M	Sell	56,142 -968	-2%	-$22.2K	0.41%	31
2025 Q3	$1.31M	Sell	57,110 -4,536	-7%	-$104K	0.45%	28
2025 Q2	$1.41M	Sell	61,646 -10,761	-15%	-$246K	0.53%	28
2025 Q1	$1.66M	Sell	72,407 -3,353,179	-98%	-$76.6M	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%	-$53.8K	0.5%	26
2024 Q2	$1.25M	Buy	54,963 +19,713	+56%	+$445K	0.55%	26
2024 Q1	$806K	Buy	35,250 +4,376	+14%	+$99.6K	0.4%	27
2023 Q4	$706K	Buy	30,874 +5,813	+23%	+$131K	0.36%	29
2023 Q3	$563K	Buy	+25,061	New	+$565K	0.31%	30