Steward Partners Investment Advisory’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
Q2 | $9.75M | Buy |
435,921
+134,023
| +44% | +$3M | 0.08% | 251 |
|
|
2025
Q1 | $6.72M | Buy |
301,898
+7,471
| +3% | +$166K | 0.06% | 324 |
|
|
2024
Q4 | $6.45M | Sell |
294,427
-360
| -0.1% | -$7.89K | 0.06% | 321 |
|
|
2024
Q3 | $6.63M | Sell |
294,787
-13,641
| -4% | -$307K | 0.06% | 301 |
|
|
2024
Q2 | $6.73M | Buy |
308,428
+29,698
| +11% | +$648K | 0.07% | 276 |
|
|
2024
Q1 | $6.11M | Buy |
278,730
+8,890
| +3% | +$195K | 0.07% | 287 |
|
|
2023
Q4 | $5.99M | Buy |
269,840
+262,714
| +3,687% | +$5.84M | 0.08% | 245 |
|
|
2023
Q3 | $154K | Sell |
7,126
-459
| -6% | -$9.89K | ﹤0.01% | 1401 |
|
|
2023
Q2 | $167K | Buy |
7,585
+409
| +6% | +$9K | ﹤0.01% | 1365 |
|
|
2023
Q1 | $161K | Buy |
+7,176
| New | +$161K | ﹤0.01% | 1379 |
|