Highland Financial Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Hold |
11,430
| – | – | 0.08% | 48 |
|
|
2025
Q1 | $254K | Hold |
11,430
| – | – | 0.09% | 49 |
|
|
2024
Q4 | $250K | Hold |
11,430
| – | – | 0.09% | 50 |
|
|
2024
Q3 | $257K | Hold |
11,430
| – | – | 0.09% | 46 |
|
|
2024
Q2 | $250K | Hold |
11,430
| – | – | 0.09% | 49 |
|
|
2024
Q1 | $251K | Hold |
11,430
| – | – | 0.1% | 51 |
|
|
2023
Q4 | $254K | Buy |
+11,430
| New | +$254K | 0.11% | 47 |
|