IFP Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Sell |
142,224
-1,806
| -1% | -$41.4K | 0.09% | 238 |
|
|
2025
Q1 | $3.3M | Buy |
144,030
+8,202
| +6% | +$188K | 0.1% | 228 |
|
|
2024
Q4 | $3.1M | Buy |
135,828
+5,883
| +5% | +$134K | 0.1% | 226 |
|
|
2024
Q3 | $3M | Buy |
129,945
+54,150
| +71% | +$1.25M | 0.11% | 209 |
|
|
2024
Q2 | $1.72M | Buy |
75,795
+36,490
| +93% | +$827K | 0.07% | 300 |
|
|
2024
Q1 | $893K | Buy |
39,305
+114
| +0.3% | +$2.59K | 0.04% | 432 |
|
|
2023
Q4 | $896K | Buy |
39,191
+31,711
| +424% | +$725K | 0.04% | 410 |
|
|
2023
Q3 | $168K | Sell |
7,480
-4,787
| -39% | -$108K | 0.01% | 1044 |
|
|
2023
Q2 | $278K | Buy |
12,267
+1,799
| +17% | +$40.7K | 0.01% | 866 |
|
|
2023
Q1 | $263K | Buy |
10,468
+3,517
| +51% | +$88.3K | 0.01% | 839 |
|
|
2022
Q4 | $175K | Buy |
+6,951
| New | +$175K | ﹤0.01% | 1424 |
|