Prosperity Capital Advisors’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	–	Sell	-11,884	Closed	-$258K	–	324
2025 Q1	$258K	Sell	11,884 -402	-3%	-$8.74K	0.02%	317
2024 Q4	$262K	Sell	12,286 -137	-1%	-$2.92K	0.02%	305
2024 Q3	$275K	Buy	12,423 +1,551	+14%	+$34.3K	0.02%	289
2024 Q2	$232K	Buy	+10,872	New	+$232K	0.03%	287