SWM
Scissortail Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.44M | Buy |
422,078
+9,620
| +2% | +$215K | 2.27% | 14 |
|
|
2025
Q1 | $9.18M | Buy |
412,458
+79,979
| +24% | +$1.78M | 2.36% | 12 |
|
|
2024
Q4 | $7.28M | Buy |
332,479
+332,057
| +78,686% | +$7.27M | 1.86% | 16 |
|
|
2024
Q3 | $7.27M | Sell |
422
-293,581
| -100% | -$5.06B | 1.76% | 17 |
|
|
2024
Q2 | $6.42M | Buy |
294,003
+8,173
| +3% | +$178K | 1.63% | 19 |
|
|
2024
Q1 | $6.27M | Sell |
285,830
-763
| -0.3% | -$16.7K | 1.66% | 19 |
|
|
2023
Q4 | $6.36M | Buy |
+286,593
| New | +$6.36M | 2.01% | 16 |
|