Steward Partners Investment Advisory’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.75M | Buy |
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|
2025
Q2 | $6.38M | Sell |
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|
2025
Q1 | $9.11M | Sell |
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|
2024
Q4 | $9.17M | Sell |
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|
2024
Q3 | $9.39M | Sell |
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|
2024
Q2 | $9.99M | Buy |
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|
2024
Q1 | $9.43M | Buy |
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|
2023
Q4 | $8.69M | Buy |
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|
2023
Q3 | $183K | Hold |
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|
2023
Q2 | $184K | Hold |
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|
2023
Q1 | $188K | Hold |
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|
2022
Q4 | $185K | Hold |
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|
2022
Q3 | $184K | Hold |
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|
2022
Q2 | $192K | Buy |
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