JDM Financial Group’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
2024 Q4	–	Sell	-12,313	Closed	-$272K	–	379
2024 Q3	$272K	Sell	12,313 -736	-6%	-$16.3K	0.15%	44
2024 Q2	$279K	Buy	+13,049	New	+$279K	0.19%	39