JDM Financial Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-456
| Closed | -$9.96K | – | 409 |
|
|
2024
Q2 | $9.96K | Sell |
456
-20,550
| -98% | -$449K | 0.01% | 149 |
|
|
2024
Q1 | $461K | Buy |
21,006
+2,315
| +12% | +$50.8K | 0.34% | 26 |
|
|
2023
Q4 | $415K | Buy |
18,691
+99
| +0.5% | +$2.2K | 0.34% | 24 |
|
|
2023
Q3 | $401K | Buy |
18,592
+9,355
| +101% | +$202K | 0.37% | 24 |
|
|
2023
Q2 | $203K | Buy |
9,237
+81
| +0.9% | +$1.78K | 0.18% | 39 |
|
|
2023
Q1 | $206K | Buy |
9,156
+2,887
| +46% | +$64.9K | 0.19% | 37 |
|
|
2022
Q4 | $138K | Buy |
+6,269
| New | +$138K | 0.13% | 43 |
|