Pineridge Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.91M | Sell |
264,183
-17,776
| -6% | -$397K | 2.14% | 5 |
|
|
2025
Q1 | $6.27M | Sell |
281,959
-19,568
| -6% | -$435K | 2.45% | 5 |
|
|
2024
Q4 | $6.6M | Sell |
301,527
-26,702
| -8% | -$585K | 2.5% | 7 |
|
|
2024
Q3 | $7.39M | Sell |
328,229
-71,973
| -18% | -$1.62M | 2.79% | 6 |
|
|
2024
Q2 | $8.74M | Sell |
400,202
-39,983
| -9% | -$873K | 2.98% | 6 |
|
|
2024
Q1 | $9.66M | Sell |
440,185
-28,303
| -6% | -$621K | 3.4% | 7 |
|
|
2023
Q4 | $10.4M | Buy |
+468,488
| New | +$10.4M | 3.45% | 8 |
|