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James Investment Research’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

James Investment Research’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 		$209K Hold
8,525
– – 0.02% 304
2025
Q1 		$208K Sell
8,525
-625
-7% -$15.3K 0.03% 295
2024
Q4 		$216K Hold
9,150
– – 0.03% 295
2024
Q3 		$230K Hold
9,150
– – 0.03% 291
2024
Q2 		$220K Hold
9,150
– – 0.03% 291
2024
Q1 		$222K Buy
+9,150
New +$222K 0.03% 287