IFP Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08M | Buy |
227,324
+10,560
| +5% | +$236K | 0.14% | 152 |
|
|
2025
Q1 | $4.82M | Buy |
216,764
+6,865
| +3% | +$153K | 0.15% | 151 |
|
|
2024
Q4 | $4.6M | Buy |
209,899
+79,288
| +61% | +$1.74M | 0.15% | 144 |
|
|
2024
Q3 | $2.94M | Buy |
130,611
+56,824
| +77% | +$1.28M | 0.11% | 217 |
|
|
2024
Q2 | $1.61M | Buy |
73,787
+37,783
| +105% | +$825K | 0.06% | 315 |
|
|
2024
Q1 | $790K | Buy |
36,004
+89
| +0.2% | +$1.95K | 0.03% | 471 |
|
|
2023
Q4 | $798K | Buy |
+35,915
| New | +$798K | 0.04% | 445 |
|