REDW Wealth’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 |
-14,251
| Closed | -$310K | – | 108 |
|
|
2025
Q1 | $310K | Hold |
14,251
| – | – | 0.12% | 78 |
|
|
2024
Q4 | $304K | Sell |
14,251
-6,098
| -30% | -$130K | 0.11% | 78 |
|
|
2024
Q3 | $450K | Hold |
20,349
| – | – | 0.12% | 95 |
|
|
2024
Q2 | $435K | Buy |
20,349
+1,790
| +10% | +$38.3K | 0.11% | 97 |
|
|
2024
Q1 | $399K | Buy |
18,559
+8,851
| +91% | +$190K | 0.11% | 99 |
|
|
2023
Q4 | $211K | Buy |
+9,708
| New | +$211K | 0.06% | 143 |
|