Journey Advisory 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
2024 Q1	–	Sell	-545,044	Closed	-$12.5M	–	237
2023 Q4	$12.5M	Buy	545,044 +10,748	+2%	+$246K	1.69%	13
2023 Q3	$12M	Buy	534,296 +4,607	+0.9%	+$104K	1.79%	13
2023 Q2	$12M	Buy	529,689 +5,584	+1%	+$126K	1.78%	13
2023 Q1	$12.1M	Buy	+524,105	New	+$12.1M	1.9%	10