Mendota Financial Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,484
| Closed | -$230K | – | 223 |
|
|
2024
Q4 | $230K | Sell |
10,484
-14,344
| -58% | -$314K | 0.15% | 38 |
|
|
2024
Q3 | $559K | Buy |
24,828
+6,242
| +34% | +$140K | 0.27% | 29 |
|
|
2024
Q2 | $406K | Buy |
18,586
+186
| +1% | +$4.06K | 0.22% | 40 |
|
|
2024
Q1 | $404K | Buy |
18,400
+6,574
| +56% | +$144K | 0.24% | 40 |
|
|
2023
Q4 | $263K | Buy |
+11,826
| New | +$263K | 0.21% | 55 |
|