Spectrum Wealth Counsel’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
Q1 | $116K | Hold |
5,195
| – | – | 0.01% | 141 |
|
|
2024
Q4 | $114K | Sell |
5,195
-52
| -1% | -$1.14K | 0.01% | 144 |
|
|
2024
Q3 | $118K | Hold |
5,247
| – | – | 0.01% | 137 |
|
|
2024
Q2 | $115K | Buy |
5,247
+2,197
| +72% | +$48K | 0.01% | 151 |
|
|
2024
Q1 | $66.9K | Buy |
3,050
+18
| +0.6% | +$395 | 0.01% | 189 |
|
|
2023
Q4 | $67.4K | Buy |
+3,032
| New | +$67.4K | 0.01% | 178 |
|