Shelton Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.62M | Buy |
347,632
+13,284
| +4% | +$291K | 3.67% | 3 |
|
|
2025
Q1 | $7.28M | Buy |
334,348
+30,627
| +10% | +$667K | 3.96% | 2 |
|
|
2024
Q4 | $6.48M | Buy |
303,721
+76,616
| +34% | +$1.63M | 3.35% | 6 |
|
|
2024
Q3 | $5.02M | Buy |
227,105
+33,982
| +18% | +$751K | 2.73% | 7 |
|
|
2024
Q2 | $4.13M | Buy |
193,123
+60,388
| +45% | +$1.29M | 2.34% | 13 |
|
|
2024
Q1 | $2.85M | Buy |
132,735
+42,610
| +47% | +$916K | 1.79% | 15 |
|
|
2023
Q4 | $1.96M | Buy |
+90,125
| New | +$1.96M | 1.39% | 17 |
|