Gradient Investments’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Buy |
200,526
+7,268
| +4% | +$167K | 0.08% | 165 |
|
|
2025
Q1 | $4.43M | Sell |
193,258
-24,635
| -11% | -$565K | 0.09% | 157 |
|
|
2024
Q4 | $4.97M | Buy |
217,893
+159,772
| +275% | +$3.64M | 0.1% | 150 |
|
|
2024
Q3 | $1.34M | Sell |
58,121
-6,918
| -11% | -$160K | 0.03% | 173 |
|
|
2024
Q2 | $1.47M | Sell |
65,039
-10,895
| -14% | -$247K | 0.03% | 175 |
|
|
2024
Q1 | $1.72M | Sell |
75,934
-245
| -0.3% | -$5.56K | 0.04% | 171 |
|
|
2023
Q4 | $1.74M | Buy |
76,179
+71,246
| +1,444% | +$1.63M | 0.04% | 174 |
|
|
2023
Q3 | $111K | Buy |
4,933
+900
| +22% | +$20.2K | ﹤0.01% | 375 |
|
|
2023
Q2 | $91.3K | Sell |
4,033
-139
| -3% | -$3.15K | ﹤0.01% | 419 |
|
|
2023
Q1 | $96.3K | Buy |
4,172
+1,972
| +90% | +$45.5K | ﹤0.01% | 381 |
|
|
2022
Q4 | $50K | Buy |
2,200
+540
| +33% | +$12.3K | ﹤0.01% | 504 |
|
|
2022
Q3 | $38K | Sell |
1,660
-407
| -20% | -$9.32K | ﹤0.01% | 523 |
|
|
2022
Q2 | $49K | Buy |
+2,067
| New | +$49K | ﹤0.01% | 480 |
|