Osaic Holdings’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 | $3.07M | Buy |
143,965
+62,378
| +76% | +$1.33M | 0.01% | 1361 |
|
|
2025
Q1 | $1.78M | Sell |
81,587
-83,228
| -50% | -$1.81M | ﹤0.01% | 1753 |
|
|
2024
Q4 | $3.52M | Buy |
164,815
+51,082
| +45% | +$1.09M | 0.01% | 1245 |
|
|
2024
Q3 | $2.51M | Buy |
113,733
+84,426
| +288% | +$1.87M | 0.01% | 1519 |
|
|
2024
Q2 | $626K | Buy |
29,307
+5,877
| +25% | +$126K | ﹤0.01% | 2577 |
|
|
2024
Q1 | $504K | Buy |
23,430
+2,450
| +12% | +$52.7K | ﹤0.01% | 2934 |
|
|
2023
Q4 | $457K | Sell |
20,980
-2,697
| -11% | -$58.7K | ﹤0.01% | 3243 |
|
|
2023
Q3 | $497K | Buy |
23,677
+13,511
| +133% | +$284K | ﹤0.01% | 3243 |
|
|
2023
Q2 | $220K | Buy |
10,166
+843
| +9% | +$18.2K | ﹤0.01% | 3819 |
|
|
2023
Q1 | $207K | Buy |
9,323
+520
| +6% | +$11.5K | ﹤0.01% | 3842 |
|
|
2022
Q4 | $190K | Buy |
+8,803
| New | +$190K | ﹤0.01% | 3892 |
|