HeadInvest LLC’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Hold |
35,701
| – | – | 0.18% | 106 |
|
|
2025
Q1 | $817K | Sell |
35,701
-1,125
| -3% | -$25.8K | 0.16% | 114 |
|
|
2024
Q4 | $818K | Hold |
36,826
| – | – | 0.15% | 110 |
|
|
2024
Q3 | $865K | Hold |
36,826
| – | – | 0.16% | 108 |
|
|
2024
Q2 | $826K | Hold |
36,826
| – | – | 0.16% | 105 |
|
|
2024
Q1 | $835K | Buy |
36,826
+7,688
| +26% | +$174K | 0.16% | 101 |
|
|
2023
Q4 | $673K | Buy |
29,138
+5,418
| +23% | +$125K | 0.14% | 112 |
|
|
2023
Q3 | $516K | Hold |
23,720
| – | – | 0.11% | 123 |
|
|
2023
Q2 | $536K | Buy |
23,720
+1,900
| +9% | +$42.9K | 0.12% | 126 |
|
|
2023
Q1 | $521K | Buy |
21,820
+2,165
| +11% | +$51.7K | 0.11% | 131 |
|
|
2022
Q4 | $454K | Buy |
19,655
+4,240
| +28% | +$98K | 0.1% | 145 |
|
|
2022
Q3 | $358K | Buy |
+15,415
| New | +$358K | 0.09% | 156 |
|