HWM
Horizons Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
46,552
-47
| -0.1% | -$1.08K | 0.76% | 24 |
|
|
2025
Q1 | $1.07M | Sell |
46,599
-235
| -0.5% | -$5.39K | 0.8% | 24 |
|
|
2024
Q4 | $1.07M | Buy |
46,834
+2,521
| +6% | +$57.5K | 0.81% | 24 |
|
|
2024
Q3 | $1.02M | Buy |
44,313
+288
| +0.7% | +$6.64K | 0.79% | 24 |
|
|
2024
Q2 | $1M | Sell |
44,025
-7,168
| -14% | -$163K | 0.79% | 24 |
|
|
2024
Q1 | $1.17M | Hold |
51,193
| – | – | 0.77% | 22 |
|
|
2023
Q4 | $1.17M | Buy |
51,193
+23,057
| +82% | +$527K | 0.77% | 22 |
|
|
2023
Q3 | $632K | Buy |
28,136
+20,322
| +260% | +$457K | 0.46% | 32 |
|
|
2023
Q2 | $177K | Buy |
7,814
+2,609
| +50% | +$59.1K | 0.13% | 66 |
|
|
2023
Q1 | $120K | Buy |
5,205
+2,875
| +123% | +$66.4K | 0.09% | 67 |
|
|
2022
Q4 | $53K | Buy |
+2,330
| New | +$53K | 0.04% | 85 |
|