Royal Harbor Partners’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
2023 Q3	–	Sell	-154,782	Closed	-$3.51M	–	55
2023 Q2	$3.51M	Buy	154,782 +20,709	+15%	+$469K	1.72%	22
2023 Q1	$3.09M	Buy	134,073 +25,177	+23%	+$581K	1.66%	21
2022 Q4	$2.47M	Buy	108,896 +11,187	+11%	+$254K	1.53%	19
2022 Q3	$2.22M	Buy	+97,709	New	+$2.22M	1.51%	21