Mendota Financial Group’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
Q1
Sell
-8,420
Closed -$192K 221
2024
Q4
$192K Sell
8,420
-1,345
-14% -$30.7K 0.12% 42
2024
Q3
$225K Sell
9,765
-6,143
-39% -$142K 0.11% 46
2024
Q2
$360K Sell
15,908
-1,821
-10% -$41.3K 0.19% 44
2024
Q1
$403K Buy
17,729
+6,360
+56% +$144K 0.24% 42
2023
Q4
$260K Buy
+11,369
New +$260K 0.2% 57