Krilogy Financial’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 | $1.01M | Sell |
46,115
-1,318
| -3% | -$28.9K | 0.06% | 181 |
|
|
2025
Q1 | $1.03M | Buy |
47,433
+17,012
| +56% | +$370K | 0.07% | 168 |
|
|
2024
Q4 | $649K | Buy |
30,421
+2,163
| +8% | +$46.1K | 0.04% | 189 |
|
|
2024
Q3 | $625K | Buy |
28,258
+7,757
| +38% | +$171K | 0.04% | 190 |
|
|
2024
Q2 | $438K | Sell |
20,501
-9,169
| -31% | -$196K | 0.03% | 211 |
|
|
2024
Q1 | $638K | Sell |
29,670
-11,206
| -27% | -$241K | 0.05% | 191 |
|
|
2023
Q4 | $890K | Buy |
40,876
+14,631
| +56% | +$319K | 0.08% | 152 |
|
|
2023
Q3 | $551K | Buy |
26,245
+5,801
| +28% | +$122K | 0.05% | 178 |
|
|
2023
Q2 | $442K | Buy |
20,444
+8,718
| +74% | +$189K | 0.04% | 184 |
|
|
2023
Q1 | $260K | Sell |
11,726
-1,727
| -13% | -$38.3K | 0.02% | 350 |
|
|
2022
Q4 | $290K | Sell |
13,453
-19,084
| -59% | -$412K | 0.03% | 325 |
|
|
2022
Q3 | $701K | Buy |
32,537
+4
| +0% | +$86 | 0.08% | 161 |
|
|
2022
Q2 | $740K | Sell |
32,533
-12,964
| -28% | -$295K | 0.09% | 160 |
|
|
2022
Q1 | $1.08M | Buy |
+45,497
| New | +$1.08M | 0.11% | 127 |
|