Phillips Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
48,994
-6,791
| -12% | -$156K | 0.08% | 103 |
|
|
2025
Q1 | $1.28M | Buy |
55,785
+527
| +1% | +$12.1K | 0.1% | 95 |
|
|
2024
Q4 | $1.26M | Buy |
55,258
+1,532
| +3% | +$34.9K | 0.1% | 97 |
|
|
2024
Q3 | $1.24M | Buy |
53,726
+893
| +2% | +$20.6K | 0.1% | 99 |
|
|
2024
Q2 | $1.2M | Buy |
52,833
+591
| +1% | +$13.4K | 0.1% | 99 |
|
|
2024
Q1 | $1.19M | Buy |
52,242
+22,242
| +74% | +$505K | 0.1% | 99 |
|
|
2023
Q4 | $686K | Sell |
30,000
-1,168
| -4% | -$26.7K | 0.06% | 116 |
|
|
2023
Q3 | $700K | Buy |
31,168
+11
| +0% | +$247 | 0.07% | 114 |
|
|
2023
Q2 | $706K | Buy |
31,157
+10
| +0% | +$227 | 0.07% | 111 |
|
|
2023
Q1 | $719K | Buy |
+31,147
| New | +$719K | 0.07% | 109 |
|