Perigon Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,822
| Closed | -$384K | – | 872 |
|
|
2023
Q4 | $384K | Sell |
16,822
-1,726
| -9% | -$39.4K | 0.01% | 578 |
|
|
2023
Q3 | $417K | Sell |
18,548
-4,479
| -19% | -$101K | 0.02% | 486 |
|
|
2023
Q2 | $522K | Sell |
23,027
-1,607
| -7% | -$36.4K | 0.02% | 448 |
|
|
2023
Q1 | $569K | Buy |
24,634
+519
| +2% | +$12K | 0.03% | 370 |
|
|
2022
Q4 | $548K | Buy |
+24,115
| New | +$548K | 0.03% | 372 |
|