Financial Engines Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Buy |
16,188
+507
| +3% | +$12.4K | ﹤0.01% | 407 |
|
|
2025
Q1 | $383K | Sell |
15,681
-6
| -0% | -$147 | ﹤0.01% | 347 |
|
|
2024
Q4 | $371K | Buy |
15,687
+1,225
| +8% | +$28.9K | ﹤0.01% | 356 |
|
|
2024
Q3 | $363K | Buy |
14,462
+687
| +5% | +$17.3K | ﹤0.01% | 310 |
|
|
2024
Q2 | $331K | Buy |
13,775
+215
| +2% | +$5.16K | ﹤0.01% | 298 |
|
|
2024
Q1 | $329K | Buy |
13,560
+4,844
| +56% | +$118K | ﹤0.01% | 281 |
|
|
2023
Q4 | $217K | Buy |
+8,716
| New | +$217K | ﹤0.01% | 298 |
|