JFG
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JDM Financial Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

JDM Financial Group’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-456
Closed -$9.96K – 409
2024
Q2 		$9.96K Sell
456
-20,550
-98% -$446K 0.01% 149
2024
Q1 		$461K Buy
21,006
+2,315
+12% +$51K 0.34% 26
2023
Q4 		$415K Buy
18,691
+99
+0.5% +$2.15K 0.34% 24
2023
Q3 		$401K Buy
18,592
+9,355
+101% +$204K 0.37% 24
2023
Q2 		$203K Buy
9,237
+81
+0.9% +$1.81K 0.18% 39
2023
Q1 		$206K Buy
9,156
+2,887
+46% +$64.2K 0.19% 37
2022
Q4 		$138K Buy
+6,269
New +$137K 0.13% 43

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