Shufro Rose & Co’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 Q1	–	Sell	-32,369	Closed	-$738K	–	312
2024 Q4	$738K	Buy	32,369 +155	+0.5%	+$3.54K	0.06%	131
2024 Q3	$730K	Hold	32,214	–	–	0.06%	134
2024 Q2	$730K	Buy	32,214 +799	+3%	+$18.1K	0.06%	134
2024 Q1	$713K	Buy	+31,415	New	+$713K	0.06%	131