Financial Engines Advisors’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 | $4.57M | Sell |
204,350
-60,498
| -23% | -$1.35M | 0.01% | 154 |
|
2025
Q1 | $5.89M | Buy |
264,848
+110,081
| +71% | +$2.45M | 0.01% | 120 |
|
2024
Q4 | $3.39M | Buy |
154,767
+17,047
| +12% | +$373K | 0.01% | 162 |
|
2024
Q3 | $3.1M | Buy |
137,720
+8,921
| +7% | +$201K | 0.01% | 151 |
|
2024
Q2 | $2.81M | Buy |
128,799
+18,329
| +17% | +$400K | 0.01% | 151 |
|
2024
Q1 | $2.42M | Buy |
110,470
+23,655
| +27% | +$519K | 0.01% | 153 |
|
2023
Q4 | $1.93M | Buy |
+86,815
| New | +$1.93M | ﹤0.01% | 146 |
|