Highland Financial Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Highland Financial Advisors’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$257K	Hold
2025 Q2	$256K	Hold
2025 Q1	$255K	Hold
2024 Q4	$249K	Hold
2024 Q3	$259K	Hold
2024 Q2	$250K	Hold
2024 Q1	$252K	Hold
2023 Q4	$255K	Buy