Lantz Financial’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 | $2.84M | Buy |
123,672
+9,554
| +8% | +$219K | 0.71% | 36 |
|
2025
Q1 | $2.62M | Buy |
114,118
+217
| +0.2% | +$4.98K | 0.72% | 34 |
|
2024
Q4 | $2.6M | Sell |
113,901
-5,663
| -5% | -$129K | 0.69% | 34 |
|
2024
Q3 | $2.76M | Buy |
119,564
+19,097
| +19% | +$440K | 0.75% | 34 |
|
2024
Q2 | $2.28M | Buy |
100,467
+2,091
| +2% | +$47.4K | 0.71% | 35 |
|
2024
Q1 | $2.23M | Buy |
98,376
+10,412
| +12% | +$236K | 0.72% | 41 |
|
2023
Q4 | $2.01M | Buy |
+87,964
| New | +$2.01M | 0.73% | 37 |
|