Mendota Financial Group’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,375
| Closed | -$333K | – | 225 |
|
|
2024
Q4 | $333K | Sell |
17,375
-5,985
| -26% | -$115K | 0.22% | 33 |
|
|
2024
Q3 | $468K | Buy |
23,360
+2,256
| +11% | +$45.2K | 0.22% | 36 |
|
|
2024
Q2 | $407K | Buy |
21,104
+211
| +1% | +$4.07K | 0.22% | 37 |
|
|
2024
Q1 | $406K | Buy |
20,893
+7,431
| +55% | +$144K | 0.24% | 38 |
|
|
2023
Q4 | $265K | Buy |
+13,462
| New | +$265K | 0.21% | 53 |
|