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First Ascent Asset Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

First Ascent Asset Management’s Portfolio IBTI Stock Details IBTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9,237
Closed -$203K – 58
2023
Q2 		$203K Buy
9,237
+81
+0.9% +$1.78K 0.03% 71
2023
Q1 		$206K Buy
+9,156
New +$206K 0.03% 69