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JPL Wealth Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

JPL Wealth Management’s Portfolio IBTO Stock Details IBTO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$455K Sell
18,554
-100
-0.5% -$2.45K 0.12% 91
2025
Q1 		$455K Buy
18,654
+8,415
+82% +$205K 0.13% 91
2024
Q4 		$242K Buy
+10,239
New +$242K 0.07% 117