Krilogy Financial’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 | $2.84M | Sell |
127,113
-6,169
| -5% | -$138K | 0.16% | 109 |
|
|
2025
Q1 | $2.97M | Buy |
133,282
+18,421
| +16% | +$410K | 0.19% | 100 |
|
|
2024
Q4 | $2.52M | Buy |
114,861
+87,716
| +323% | +$1.92M | 0.17% | 109 |
|
|
2024
Q3 | $611K | Buy |
27,145
+7,061
| +35% | +$159K | 0.04% | 191 |
|
|
2024
Q2 | $438K | Sell |
20,084
-9,243
| -32% | -$202K | 0.03% | 210 |
|
|
2024
Q1 | $643K | Sell |
29,327
-10,578
| -27% | -$232K | 0.05% | 189 |
|
|
2023
Q4 | $886K | Buy |
39,905
+14,308
| +56% | +$318K | 0.08% | 153 |
|
|
2023
Q3 | $552K | Buy |
25,597
+5,907
| +30% | +$127K | 0.05% | 177 |
|
|
2023
Q2 | $433K | Buy |
19,690
+8,222
| +72% | +$181K | 0.04% | 187 |
|
|
2023
Q1 | $258K | Sell |
11,468
-1,800
| -14% | -$40.5K | 0.02% | 351 |
|
|
2022
Q4 | $291K | Sell |
13,268
-18,906
| -59% | -$415K | 0.03% | 324 |
|
|
2022
Q3 | $703K | Hold |
32,174
| – | – | 0.08% | 160 |
|
|
2022
Q2 | $738K | Sell |
32,174
-13,168
| -29% | -$302K | 0.09% | 161 |
|
|
2022
Q1 | $1.08M | Buy |
+45,342
| New | +$1.08M | 0.11% | 126 |
|