NewEdge Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Sell |
5,933
-23,904
| -80% | -$490K | ﹤0.01% | 2360 |
|
|
2025
Q1 | $607K | Sell |
29,837
-107,556
| -78% | -$2.19M | ﹤0.01% | 1477 |
|
|
2024
Q4 | $2.72M | Buy |
137,393
+40,621
| +42% | +$804K | 0.02% | 698 |
|
|
2024
Q3 | $2.01M | Buy |
96,772
+3,338
| +4% | +$69.5K | 0.01% | 798 |
|
|
2024
Q2 | $1.87M | Sell |
93,434
-3,856
| -4% | -$77K | 0.01% | 782 |
|
|
2024
Q1 | $1.96M | Buy |
97,290
+3,742
| +4% | +$75.4K | 0.02% | 703 |
|
|
2023
Q4 | $1.91M | Buy |
93,548
+58,826
| +169% | +$1.2M | 0.02% | 682 |
|
|
2023
Q3 | $680K | Sell |
34,722
-22,426
| -39% | -$439K | 0.01% | 1042 |
|
|
2023
Q2 | $1.18M | Buy |
57,148
+409
| +0.7% | +$8.43K | 0.01% | 791 |
|
|
2023
Q1 | $1.2M | Sell |
56,739
-2,875
| -5% | -$60.7K | 0.02% | 723 |
|
|
2022
Q4 | $1.22K | Buy |
+59,614
| New | +$1.22K | ﹤0.01% | 2979 |
|