Global Retirement Partners’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
+61,953
| New | +$1.39M | 0.03% | 414 |
|
|
2024
Q4 | $3.04M | Buy |
138,815
+20
| +0% | +$438 | 0.09% | 221 |
|
|
2024
Q3 | $3.12M | Buy |
138,795
+14
| +0% | +$315 | 0.09% | 200 |
|
|
2024
Q2 | $3.03M | Buy |
138,781
+16
| +0% | +$349 | 0.09% | 207 |
|
|
2024
Q1 | $3.04M | Buy |
138,765
+45,009
| +48% | +$987K | 0.11% | 178 |
|
|
2023
Q4 | $2.08M | Buy |
93,756
+90,018
| +2,408% | +$2M | 0.09% | 218 |
|
|
2023
Q3 | $80K | Buy |
3,738
+13
| +0.3% | +$278 | ﹤0.01% | 1023 |
|
|
2023
Q2 | $81.9K | Buy |
3,725
+7
| +0.2% | +$154 | ﹤0.01% | 1028 |
|
|
2023
Q1 | $84.4K | Buy |
3,718
+11
| +0.3% | +$250 | ﹤0.01% | 994 |
|
|
2022
Q4 | $81.3K | Buy |
+3,707
| New | +$81.3K | 0.01% | 885 |
|