Evergreen Private Wealth’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,168
| Closed | -$24.9K | – | 196 |
|
|
2024
Q4 | $24.9K | Hold |
1,168
| – | – | 0.01% | 138 |
|
|
2024
Q3 | $25.8K | Hold |
1,168
| – | – | 0.01% | 138 |
|
|
2024
Q2 | $25K | Hold |
1,168
| – | – | 0.01% | 136 |
|
|
2024
Q1 | $25.1K | Hold |
1,168
| – | – | 0.01% | 143 |
|
|
2023
Q4 | $25.4K | Buy |
+1,168
| New | +$25.4K | 0.01% | 135 |
|