Mendota Financial Group’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-17,785
| Closed | -$352K | – | 226 |
|
2024
Q4 | $352K | Sell |
17,785
-4,745
| -21% | -$94K | 0.23% | 29 |
|
2024
Q3 | $469K | Buy |
22,530
+2,185
| +11% | +$45.5K | 0.22% | 35 |
|
2024
Q2 | $406K | Buy |
20,345
+204
| +1% | +$4.07K | 0.22% | 39 |
|
2024
Q1 | $406K | Buy |
20,141
+7,150
| +55% | +$144K | 0.24% | 37 |
|
2023
Q4 | $267K | Buy |
+12,991
| New | +$267K | 0.21% | 51 |
|