NewEdge Advisors’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 | $1.04M | Sell |
47,486
-117,697
| -71% | -$2.58M | 0.01% | 1262 |
|
|
2025
Q1 | $3.6M | Buy |
165,183
+33,703
| +26% | +$734K | 0.02% | 625 |
|
|
2024
Q4 | $2.8M | Buy |
131,480
+90,187
| +218% | +$1.92M | 0.02% | 689 |
|
|
2024
Q3 | $913K | Buy |
41,293
+329
| +0.8% | +$7.27K | 0.01% | 1151 |
|
|
2024
Q2 | $875K | Sell |
40,964
-8,476
| -17% | -$181K | 0.01% | 1135 |
|
|
2024
Q1 | $1.06M | Sell |
49,440
-1,291
| -3% | -$27.8K | 0.01% | 973 |
|
|
2023
Q4 | $1.1M | Buy |
50,731
+298
| +0.6% | +$6.49K | 0.01% | 884 |
|
|
2023
Q3 | $1.06M | Sell |
50,433
-5,032
| -9% | -$106K | 0.01% | 846 |
|
|
2023
Q2 | $1.2M | Buy |
55,465
+1,066
| +2% | +$23.1K | 0.01% | 778 |
|
|
2023
Q1 | $1.21M | Sell |
54,399
-2,537
| -4% | -$56.2K | 0.02% | 717 |
|
|
2022
Q4 | $1.23K | Buy |
+56,936
| New | +$1.23K | ﹤0.01% | 2973 |
|