Koss-Olinger Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Buy |
24,382
+335
| +1% | +$7.68K | 0.05% | 183 |
|
|
2025
Q1 | $552K | Buy |
24,047
+581
| +2% | +$13.3K | 0.05% | 180 |
|
|
2024
Q4 | $535K | Buy |
23,466
+410
| +2% | +$9.35K | 0.05% | 122 |
|
|
2024
Q3 | $532K | Buy |
23,056
+615
| +3% | +$14.2K | 0.05% | 146 |
|
|
2024
Q2 | $508K | Buy |
+22,441
| New | +$508K | 0.05% | 140 |
|
|
2024
Q1 | – | Sell |
-21,770
| Closed | -$498K | – | 158 |
|
|
2023
Q4 | $498K | Buy |
21,770
+11,249
| +107% | +$257K | 0.05% | 154 |
|
|
2023
Q3 | $236K | Buy |
+10,521
| New | +$236K | 0.03% | 232 |
|