Raymond James Financial Services Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $14.1M | Buy |
610,051
+55,362
| +10% | +$1.28M | 0.02% | 712 |
|
|
2024
Q2 | $12.6M | Buy |
554,689
+40,634
| +8% | +$921K | 0.02% | 715 |
|
|
2024
Q1 | $11.7M | Sell |
514,055
-166,688
| -24% | -$3.79M | 0.02% | 732 |
|
|
2023
Q4 | $15.6M | Buy |
680,743
+3,643
| +0.5% | +$83.3K | 0.03% | 581 |
|
|
2023
Q3 | $15.2M | Buy |
677,100
+55,261
| +9% | +$1.24M | 0.03% | 534 |
|
|
2023
Q2 | $14.1M | Buy |
621,839
+7,799
| +1% | +$177K | 0.02% | 579 |
|
|
2023
Q1 | $14.2M | Buy |
614,040
+229,098
| +60% | +$5.29M | 0.03% | 558 |
|
|
2022
Q4 | $8.74M | Buy |
384,942
+356,768
| +1,266% | +$8.1M | 0.02% | 710 |
|
|
2022
Q3 | $639K | Buy |
+28,174
| New | +$639K | ﹤0.01% | 2100 |
|