Principal Securities’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 | $423K | Buy |
18,914
+5,501
| +41% | +$123K | 0.01% | 921 |
|
|
2025
Q1 | $294K | Hold |
13,413
| – | – | 0.01% | 985 |
|
|
2024
Q4 | $294K | Buy |
13,413
+91
| +0.7% | +$1.99K | 0.01% | 980 |
|
|
2024
Q3 | $300K | Buy |
13,322
+1,113
| +9% | +$25K | 0.01% | 933 |
|
|
2024
Q2 | $267K | Hold |
12,209
| – | – | 0.01% | 930 |
|
|
2024
Q1 | $268K | Buy |
12,209
+915
| +8% | +$20.1K | 0.01% | 901 |
|
|
2023
Q4 | $251K | Buy |
+11,294
| New | +$251K | 0.01% | 856 |
|