MKT Advisors’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
Q2 | $11.5M | Buy |
517,987
+18,559
| +4% | +$413K | 4.56% | 7 |
|
|
2025
Q1 | $11.1M | Buy |
499,428
+11,968
| +2% | +$267K | 5.22% | 7 |
|
|
2024
Q4 | $10.7M | Buy |
487,460
+111,251
| +30% | +$2.44M | 4.65% | 7 |
|
|
2024
Q3 | $8.45M | Buy |
376,209
+36,942
| +11% | +$830K | 3.96% | 7 |
|
|
2024
Q2 | $7.42M | Buy |
339,267
+78,574
| +30% | +$1.72M | 3.69% | 8 |
|
|
2024
Q1 | $5.62M | Buy |
260,693
+170,224
| +188% | +$3.67M | 3.08% | 8 |
|
|
2023
Q4 | $2M | Buy |
+90,469
| New | +$2M | 1.32% | 14 |
|