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Mutual Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Mutual Advisors’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17,560
Closed -$380K – 1130
2024
Q2 		$380K Sell
17,560
-6,793
-28% -$147K 0.01% 806
2024
Q1 		$524K Sell
24,353
-2,249
-8% -$48.4K 0.02% 682
2023
Q4 		$579K Buy
+26,602
New +$579K 0.02% 616