Principal Securities’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 | $279K | Hold |
12,746
| – | – | 0.01% | 1091 |
|
2025
Q1 | $272K | Hold |
12,746
| – | – | 0.01% | 1014 |
|
2024
Q4 | $272K | Buy |
12,746
+96
| +0.8% | +$2.05K | 0.01% | 1011 |
|
2024
Q3 | $280K | Buy |
12,650
+1,083
| +9% | +$23.9K | 0.01% | 962 |
|
2024
Q2 | $247K | Buy |
11,567
+878
| +8% | +$18.8K | 0.01% | 961 |
|
2024
Q1 | $230K | Hold |
10,689
| – | – | 0.01% | 958 |
|
2023
Q4 | $233K | Buy |
+10,689
| New | +$233K | 0.01% | 889 |
|