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Prosperity Planning’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Prosperity Planning’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– -$339K – 84
2025
Q1 		– Hold
0
– -$293K – 81
2024
Q4 		– Hold
0
– -$301K – 90
2024
Q3 		– Sell
-10,288
Closed -$225K – 92
2024
Q2 		$225K Buy
+10,288
New +$225K 0.08% 96