James Investment Research’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 | $300K | Hold |
13,696
| – | – | 0.04% | 272 |
|
|
2025
Q1 | $298K | Hold |
13,696
| – | – | 0.04% | 261 |
|
|
2024
Q4 | $292K | Hold |
13,696
| – | – | 0.03% | 268 |
|
|
2024
Q3 | $303K | Hold |
13,696
| – | – | 0.03% | 272 |
|
|
2024
Q2 | $293K | Hold |
13,696
| – | – | 0.03% | 266 |
|
|
2024
Q1 | $294K | Buy |
13,696
+2,250
| +20% | +$48.4K | 0.04% | 264 |
|
|
2023
Q4 | $249K | Buy |
+11,446
| New | +$249K | 0.03% | 266 |
|