Highland Financial Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$253K Hold
2025
Q2
$253K Hold
2025
Q1
$253K Hold
2024
Q4
$252K Hold
2024
Q3
$254K Hold
2024
Q2
$250K Hold
2024
Q1
$250K Hold
2023
Q4
$252K Buy