Journey Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
791,883
+13,435
| +2% | +$300K | 1.38% | 15 |
|
|
2025
Q1 | $17.3M | Buy |
778,448
+173,328
| +29% | +$3.86M | 1.42% | 13 |
|
|
2024
Q4 | $13.2M | Hold |
605,120
| – | – | 1.58% | 15 |
|
|
2024
Q3 | $13.2M | Hold |
605,120
| – | – | 1.58% | 15 |
|
|
2024
Q2 | $13.2M | Buy |
605,120
+117,817
| +24% | +$2.57M | 1.58% | 16 |
|
|
2024
Q1 | $10.7M | Buy |
487,303
+78,375
| +19% | +$1.72M | 1.32% | 20 |
|
|
2023
Q4 | $9.08M | Buy |
+408,928
| New | +$9.08M | 1.24% | 24 |
|