Mendota Financial Group’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,663
| Closed | -$334K | – | 224 |
|
|
2024
Q4 | $334K | Sell |
15,663
-5,406
| -26% | -$115K | 0.22% | 32 |
|
|
2024
Q3 | $466K | Buy |
21,069
+2,043
| +11% | +$45.2K | 0.22% | 37 |
|
|
2024
Q2 | $407K | Buy |
19,026
+188
| +1% | +$4.02K | 0.22% | 38 |
|
|
2024
Q1 | $405K | Buy |
18,838
+6,711
| +55% | +$144K | 0.24% | 39 |
|
|
2023
Q4 | $264K | Buy |
+12,127
| New | +$264K | 0.21% | 54 |
|