Shelton Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.55M | Buy |
329,329
+16,331
| +5% | +$374K | 3.64% | 6 |
|
|
2025
Q1 | $7.18M | Buy |
312,998
+27,696
| +10% | +$635K | 3.9% | 6 |
|
|
2024
Q4 | $6.51M | Buy |
285,302
+68,792
| +32% | +$1.57M | 3.37% | 2 |
|
|
2024
Q3 | $4.99M | Buy |
216,510
+33,726
| +18% | +$778K | 2.71% | 10 |
|
|
2024
Q2 | $4.14M | Buy |
182,784
+57,006
| +45% | +$1.29M | 2.35% | 10 |
|
|
2024
Q1 | $2.86M | Buy |
125,778
+40,942
| +48% | +$930K | 1.8% | 14 |
|
|
2023
Q4 | $1.94M | Buy |
+84,836
| New | +$1.94M | 1.38% | 20 |
|