Shelton Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.6M | Buy |
339,810
+13,887
| +4% | +$311K | 3.66% | 4 |
|
|
2025
Q1 | $7.25M | Buy |
325,923
+29,380
| +10% | +$654K | 3.94% | 3 |
|
|
2024
Q4 | $6.5M | Buy |
296,543
+73,828
| +33% | +$1.62M | 3.36% | 5 |
|
|
2024
Q3 | $5.01M | Buy |
222,715
+33,470
| +18% | +$753K | 2.72% | 8 |
|
|
2024
Q2 | $4.13M | Buy |
189,245
+59,257
| +46% | +$1.29M | 2.34% | 12 |
|
|
2024
Q1 | $2.85M | Buy |
129,988
+41,971
| +48% | +$921K | 1.79% | 18 |
|
|
2023
Q4 | $1.96M | Buy |
+88,017
| New | +$1.96M | 1.39% | 18 |
|