Journey Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
716,790
+11,834
| +2% | +$259K | 1.22% | 21 |
|
|
2025
Q1 | $15.3M | Buy |
704,956
+189,752
| +37% | +$4.13M | 1.26% | 18 |
|
|
2024
Q4 | $11M | Hold |
515,204
| – | – | 1.32% | 22 |
|
|
2024
Q3 | $11M | Hold |
515,204
| – | – | 1.32% | 22 |
|
|
2024
Q2 | $11M | Buy |
515,204
+31,758
| +7% | +$679K | 1.32% | 22 |
|
|
2024
Q1 | $10.4M | Buy |
+483,446
| New | +$10.4M | 1.28% | 21 |
|