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Jacobi Capital Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Jacobi Capital Management’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$362K Buy
14,756
+455
+3% +$11.2K 0.02% 456
2025
Q1 		$349K Buy
14,301
+7
+0% +$171 0.03% 448
2024
Q4 		$338K Buy
14,294
+3,653
+34% +$86.3K 0.03% 446
2024
Q3 		$267K Buy
+10,641
New +$267K 0.02% 491