Old Port 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 | $779K | Sell |
35,530
-12,913
| -27% | -$283K | 0.21% | 125 |
|
|
2025
Q1 | $1.05M | Sell |
48,443
-3,363
| -6% | -$73.2K | 0.31% | 92 |
|
|
2024
Q4 | $1.1M | Buy |
51,806
+18,425
| +55% | +$393K | 0.32% | 93 |
|
|
2024
Q3 | $738K | Buy |
33,381
+6,319
| +23% | +$140K | 0.21% | 119 |
|
|
2024
Q2 | $578K | Buy |
27,062
+14,659
| +118% | +$313K | 0.17% | 132 |
|
|
2024
Q1 | $267K | Buy |
+12,403
| New | +$267K | 0.08% | 192 |
|