Raymond James Financial Services 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $14.9M | Buy |
673,401
+492,645
| +273% | +$10.9M | 0.02% | 683 |
|
2024
Q2 | $3.86M | Buy |
180,756
+28,412
| +19% | +$607K | 0.01% | 1295 |
|
2024
Q1 | $3.28M | Buy |
152,344
+78,559
| +106% | +$1.69M | ﹤0.01% | 1372 |
|
2023
Q4 | $1.61M | Buy |
73,785
+1,282
| +2% | +$27.9K | ﹤0.01% | 1690 |
|
2023
Q3 | $1.52M | Buy |
72,503
+2,778
| +4% | +$58.3K | ﹤0.01% | 1654 |
|
2023
Q2 | $1.51M | Buy |
69,725
+993
| +1% | +$21.5K | ﹤0.01% | 1683 |
|
2023
Q1 | $1.52M | Buy |
68,732
+204
| +0.3% | +$4.52K | ﹤0.01% | 1649 |
|
2022
Q4 | $1.48M | Sell |
68,528
-421
| -0.6% | -$9.09K | ﹤0.01% | 1609 |
|
2022
Q3 | $1.49M | Buy |
+68,949
| New | +$1.49M | ﹤0.01% | 1592 |
|