Highland Financial Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Hold |
11,698
| – | – | 0.08% | 47 |
|
|
2025
Q1 | $255K | Hold |
11,698
| – | – | 0.09% | 48 |
|
|
2024
Q4 | $249K | Hold |
11,698
| – | – | 0.09% | 51 |
|
|
2024
Q3 | $259K | Hold |
11,698
| – | – | 0.09% | 43 |
|
|
2024
Q2 | $250K | Hold |
11,698
| – | – | 0.09% | 50 |
|
|
2024
Q1 | $252K | Hold |
11,698
| – | – | 0.1% | 49 |
|
|
2023
Q4 | $255K | Buy |
+11,698
| New | +$255K | 0.11% | 45 |
|