IFP Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
125,270
-4,016
| -3% | -$79.7K | 0.07% | 308 |
|
|
2025
Q1 | $2.54M | Buy |
129,286
+9,911
| +8% | +$195K | 0.08% | 299 |
|
|
2024
Q4 | $2.29M | Sell |
119,375
-2,086
| -2% | -$40K | 0.08% | 304 |
|
|
2024
Q3 | $2.43M | Buy |
121,461
+52,439
| +76% | +$1.05M | 0.09% | 253 |
|
|
2024
Q2 | $1.33M | Buy |
69,022
+37,821
| +121% | +$729K | 0.05% | 368 |
|
|
2024
Q1 | $606K | Hold |
31,201
| – | – | 0.03% | 553 |
|
|
2023
Q4 | $615K | Buy |
+31,201
| New | +$615K | 0.03% | 520 |
|