KPP Advisory Services’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 | $309K | Hold |
13,800
| – | – | 0.05% | 251 |
|
|
2025
Q1 | $307K | Hold |
13,800
| – | – | 0.06% | 244 |
|
|
2024
Q4 | $302K | Buy |
13,800
+1,000
| +8% | +$21.9K | 0.07% | 197 |
|
|
2024
Q3 | $288K | Hold |
12,800
| – | – | 0.07% | 202 |
|
|
2024
Q2 | $279K | Hold |
12,800
| – | – | 0.07% | 193 |
|
|
2024
Q1 | $281K | Buy |
+12,800
| New | +$281K | 0.08% | 193 |
|
|
2023
Q4 | – | Sell |
-9,800
| Closed | -$211K | – | 162 |
|
|
2023
Q3 | $211K | Buy |
+9,800
| New | +$211K | 0.07% | 197 |
|