Foundry Financial Group’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 | $658K | Sell |
30,020
-6,478
| -18% | -$142K | 0.37% | 40 |
|
|
2025
Q1 | $795K | Buy |
36,498
+8,221
| +29% | +$179K | 0.49% | 37 |
|
|
2024
Q4 | $603K | Buy |
28,277
+5,013
| +22% | +$107K | 0.37% | 41 |
|
|
2024
Q3 | $514K | Buy |
23,264
+3,083
| +15% | +$68.2K | 0.32% | 43 |
|
|
2024
Q2 | $431K | Buy |
20,181
+6,380
| +46% | +$136K | 0.3% | 44 |
|
|
2024
Q1 | $297K | Buy |
+13,801
| New | +$297K | 0.21% | 43 |
|