Essential Planning’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$278K	Buy	12,421 +77	+0.6%	+$1.72K	0.1%	71
2025 Q1	$275K	Sell	12,344 -487,663	-98%	-$10.9M	0.11%	68
2024 Q4	$11M	Buy	+500,007	New	+$11M	0.07%	79