Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $21.5M | Buy |
957,005
+60,129
| +7% | +$1.35M | 0.03% | 516 |
|
|
2024
Q2 | $19.6M | Buy |
896,876
+60,166
| +7% | +$1.31M | 0.03% | 517 |
|
|
2024
Q1 | $18.4M | Buy |
836,710
+237,380
| +40% | +$5.21M | 0.03% | 540 |
|
|
2023
Q4 | $13.3M | Buy |
599,330
+399,330
| +200% | +$8.87M | 0.02% | 638 |
|
|
2023
Q3 | $4.31M | Buy |
200,000
+2,711
| +1% | +$58.4K | 0.01% | 1089 |
|
|
2023
Q2 | $4.34M | Buy |
197,289
+6,018
| +3% | +$132K | 0.01% | 1099 |
|
|
2023
Q1 | $4.3M | Sell |
191,271
-625
| -0.3% | -$14.1K | 0.01% | 1071 |
|
|
2022
Q4 | $4.21M | Buy |
191,896
+1,611
| +0.8% | +$35.3K | 0.01% | 1058 |
|
|
2022
Q3 | $4.16M | Buy |
+190,285
| New | +$4.16M | 0.01% | 1002 |
|