HighTower 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 | $354K | Buy |
15,850
+2,706
| +21% | +$60.5K | ﹤0.01% | 2775 |
|
|
2025
Q1 | $292K | Sell |
13,144
-28,228
| -68% | -$628K | ﹤0.01% | 2868 |
|
|
2024
Q4 | $906K | Buy |
41,372
+4,125
| +11% | +$90.4K | ﹤0.01% | 2028 |
|
|
2024
Q3 | $838K | Buy |
37,247
+26,291
| +240% | +$592K | ﹤0.01% | 2034 |
|
|
2024
Q2 | $240K | Buy |
10,956
+477
| +5% | +$10.4K | ﹤0.01% | 2876 |
|
|
2024
Q1 | $230K | Buy |
10,479
+208
| +2% | +$4.57K | ﹤0.01% | 2877 |
|
|
2023
Q4 | $229K | Buy |
+10,271
| New | +$229K | ﹤0.01% | 2902 |
|