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 |
|