Global Retirement Partners’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 | $50.2K | Buy |
+2,289
| New | +$50.2K | ﹤0.01% | 1769 |
|
|
2024
Q4 | $48.8K | Hold |
2,289
| – | – | ﹤0.01% | 1626 |
|
|
2024
Q3 | $50.6K | Hold |
2,289
| – | – | ﹤0.01% | 1551 |
|
|
2024
Q2 | $48.9K | Hold |
2,289
| – | – | ﹤0.01% | 1546 |
|
|
2024
Q1 | $49.2K | Hold |
2,289
| – | – | ﹤0.01% | 1424 |
|
|
2023
Q4 | $49.7K | Sell |
2,289
-1,508
| -40% | -$32.8K | ﹤0.01% | 1375 |
|
|
2023
Q3 | $79.1K | Buy |
3,797
+14
| +0.4% | +$291 | ﹤0.01% | 1029 |
|
|
2023
Q2 | $81.8K | Buy |
3,783
+8
| +0.2% | +$173 | ﹤0.01% | 1029 |
|
|
2023
Q1 | $84.5K | Buy |
3,775
+12
| +0.3% | +$269 | ﹤0.01% | 992 |
|
|
2022
Q4 | $81.2K | Buy |
+3,763
| New | +$81.2K | 0.01% | 887 |
|