Evexia Wealth’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
14,431
-11,322
| -44% | -$259K | 0.1% | 69 |
|
|
2025
Q1 | $589K | Buy |
25,753
+760
| +3% | +$17.4K | 0.21% | 54 |
|
|
2024
Q4 | $569K | Buy |
24,993
+15,882
| +174% | +$362K | 0.19% | 55 |
|
|
2024
Q3 | $208K | Buy |
+9,111
| New | +$208K | 0.07% | 64 |
|
|
2024
Q2 | – | Sell |
-25,877
| Closed | -$583K | – | 64 |
|
|
2024
Q1 | $583K | Buy |
25,877
+2,470
| +11% | +$55.7K | 0.24% | 41 |
|
|
2023
Q4 | $533K | Buy |
+23,407
| New | +$533K | 0.23% | 43 |
|