Snowden Capital Advisors’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 | $857K | Hold |
39,100
| – | – | 0.03% | 574 |
|
|
2025
Q1 | $851K | Hold |
39,100
| – | – | 0.03% | 565 |
|
|
2024
Q4 | $834K | Buy |
39,100
+6,573
| +20% | +$140K | 0.03% | 570 |
|
|
2024
Q3 | $719K | Buy |
32,527
+4,576
| +16% | +$101K | 0.02% | 622 |
|
|
2024
Q2 | $597K | Hold |
27,951
| – | – | 0.02% | 668 |
|
|
2024
Q1 | $601K | Hold |
27,951
| – | – | 0.02% | 678 |
|
|
2023
Q4 | $609K | Buy |
27,951
+4,795
| +21% | +$104K | 0.02% | 615 |
|
|
2023
Q3 | $486K | Buy |
+23,156
| New | +$486K | 0.02% | 671 |
|