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

Essential Planning’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$280K	Buy
2025 Q2	$278K	Buy
2025 Q1	$275K	Sell
2024 Q4	$11M	Buy