Mendota Financial Group’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-15,865
| Closed | -$352K | – | 228 |
|
2024
Q4 | $352K | Sell |
15,865
-4,227
| -21% | -$93.8K | 0.23% | 28 |
|
2024
Q3 | $472K | Buy |
20,092
+1,931
| +11% | +$45.3K | 0.23% | 34 |
|
2024
Q2 | $408K | Buy |
18,161
+182
| +1% | +$4.08K | 0.22% | 36 |
|
2024
Q1 | $408K | Buy |
17,979
+6,363
| +55% | +$144K | 0.24% | 35 |
|
2023
Q4 | $268K | Buy |
+11,616
| New | +$268K | 0.21% | 50 |
|