Morgan Stanley’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
Q2 | $8.02M | Buy |
365,909
+15,892
| +5% | +$348K | ﹤0.01% | 3645 |
|
|
2025
Q1 | $7.62M | Buy |
350,017
+160,062
| +84% | +$3.48M | ﹤0.01% | 3574 |
|
|
2024
Q4 | $4.05M | Buy |
189,955
+87,735
| +86% | +$1.87M | ﹤0.01% | 4173 |
|
|
2024
Q3 | $2.26M | Buy |
102,220
+12,349
| +14% | +$273K | ﹤0.01% | 4557 |
|
|
2024
Q2 | $1.92M | Buy |
89,871
+5,501
| +7% | +$118K | ﹤0.01% | 4594 |
|
|
2024
Q1 | $1.81M | Buy |
84,370
+9,178
| +12% | +$197K | ﹤0.01% | 4649 |
|
|
2023
Q4 | $1.64M | Buy |
75,192
+71,136
| +1,754% | +$1.55M | ﹤0.01% | 5033 |
|
|
2023
Q3 | $85.2K | Sell |
4,056
-15,012
| -79% | -$315K | ﹤0.01% | 5960 |
|
|
2023
Q2 | $412K | Buy |
19,068
+12,815
| +205% | +$277K | ﹤0.01% | 5304 |
|
|
2023
Q1 | $139K | Buy |
6,253
+584
| +10% | +$12.9K | ﹤0.01% | 5875 |
|
|
2022
Q4 | $122K | Hold |
5,669
| – | – | ﹤0.01% | 5889 |
|
|
2022
Q3 | $122K | Buy |
5,669
+1,280
| +29% | +$27.5K | ﹤0.01% | 5979 |
|
|
2022
Q2 | $100K | Buy |
+4,389
| New | +$100K | ﹤0.01% | 6276 |
|