IFP 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 | $2.65M | Sell |
120,719
-6,686
| -5% | -$147K | 0.08% | 292 |
|
|
2025
Q1 | $2.77M | Buy |
127,405
+3,688
| +3% | +$80.3K | 0.09% | 278 |
|
|
2024
Q4 | $2.64M | Buy |
123,717
+9,234
| +8% | +$197K | 0.09% | 263 |
|
|
2024
Q3 | $2.53M | Buy |
114,483
+47,813
| +72% | +$1.06M | 0.09% | 248 |
|
|
2024
Q2 | $1.42M | Buy |
66,670
+34,528
| +107% | +$738K | 0.06% | 347 |
|
|
2024
Q1 | $691K | Hold |
32,142
| – | – | 0.03% | 513 |
|
|
2023
Q4 | $700K | Buy |
+32,142
| New | +$700K | 0.03% | 475 |
|