Steward Partners Investment Advisory’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Steward Partners Investment Advisory’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$209K	Buy
2025 Q1	$196K	Sell
2024 Q4	$289K	Buy
2024 Q3	$139K	Buy
2024 Q2	$38K	Hold
2024 Q1	$38.3K	Hold
2023 Q4	$38.8K	Hold
2023 Q3	$37.4K	Buy
2023 Q2	$18.1K	Buy