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Jacobi Capital Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Jacobi Capital Management’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$365K Buy
17,787
+379
+2% +$7.77K 0.02% 453
2025
Q1 		$354K Buy
17,408
+10
+0.1% +$203 0.03% 446
2024
Q4 		$344K Buy
17,398
+4,397
+34% +$87.1K 0.03% 437
2024
Q3 		$271K Buy
+13,001
New +$271K 0.02% 486