Krilogy Financial’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21.5M | Buy |
878,976
+23,916
| +3% | +$586K | 1.24% | 24 |
|
2025
Q1 | $20.9M | Buy |
855,060
+62,745
| +8% | +$1.53M | 1.35% | 23 |
|
2024
Q4 | $18.7M | Buy |
792,315
+43,503
| +6% | +$1.03M | 1.25% | 24 |
|
2024
Q3 | $18.8M | Buy |
748,812
+32,282
| +5% | +$811K | 1.29% | 24 |
|
2024
Q2 | $17.2M | Buy |
716,530
+31,437
| +5% | +$754K | 1.27% | 22 |
|
2024
Q1 | $16.6M | Buy |
685,093
+180,834
| +36% | +$4.39M | 1.28% | 20 |
|
2023
Q4 | $12.5M | Buy |
+504,259
| New | +$12.5M | 1.07% | 22 |
|