Financial Engines Advisors’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
Q2 | $2.12M | Buy |
96,728
+6,150
| +7% | +$135K | ﹤0.01% | 212 |
|
|
2025
Q1 | $1.97M | Buy |
90,578
+12,368
| +16% | +$269K | ﹤0.01% | 193 |
|
|
2024
Q4 | $1.67M | Buy |
78,210
+31,932
| +69% | +$681K | ﹤0.01% | 214 |
|
|
2024
Q3 | $1.02M | Buy |
46,278
+1,225
| +3% | +$27.1K | ﹤0.01% | 233 |
|
|
2024
Q2 | $963K | Buy |
45,053
+68
| +0.2% | +$1.45K | ﹤0.01% | 215 |
|
|
2024
Q1 | $967K | Buy |
44,985
+13,144
| +41% | +$283K | ﹤0.01% | 202 |
|
|
2023
Q4 | $693K | Buy |
+31,841
| New | +$693K | ﹤0.01% | 204 |
|