Shelton Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Shelton Wealth Management’s Portfolio IBTJ Stock Details IBTJ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.18M	Buy
2025 Q2	$7.62M	Buy
2025 Q1	$7.28M	Buy
2024 Q4	$6.48M	Buy
2024 Q3	$5.02M	Buy
2024 Q2	$4.13M	Buy
2024 Q1	$2.85M	Buy
2023 Q4	$1.96M	Buy