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First Ascent Asset Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

First Ascent Asset Management’s Portfolio IBTG Stock Details IBTG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,925
Closed -$293K – 56
2023
Q2 		$293K Buy
12,925
+153
+1% +$3.47K 0.04% 66
2023
Q1 		$295K Buy
+12,772
New +$295K 0.04% 66