Highland Financial Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Hold |
11,027
| – | – | 0.08% | 50 |
|
|
2025
Q1 | $253K | Hold |
11,027
| – | – | 0.09% | 51 |
|
|
2024
Q4 | $252K | Hold |
11,027
| – | – | 0.09% | 48 |
|
|
2024
Q3 | $254K | Hold |
11,027
| – | – | 0.09% | 48 |
|
|
2024
Q2 | $250K | Hold |
11,027
| – | – | 0.09% | 47 |
|
|
2024
Q1 | $250K | Hold |
11,027
| – | – | 0.1% | 52 |
|
|
2023
Q4 | $252K | Buy |
+11,027
| New | +$252K | 0.11% | 50 |
|