JDM Financial Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-12,925	Closed	-$293K	–	212
2023 Q2	$293K	Buy	12,925 +153	+1%	+$3.47K	0.25%	28
2023 Q1	$295K	Buy	12,772 +4,028	+46%	+$93K	0.27%	28
2022 Q4	$199K	Buy	+8,744	New	+$199K	0.19%	32