Steward Partners Investment Advisory’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 | $209K | Buy |
9,518
+517
| +6% | +$11.3K | ﹤0.01% | 1748 |
|
|
2025
Q1 | $196K | Sell |
9,001
-4,535
| -34% | -$98.7K | ﹤0.01% | 1657 |
|
|
2024
Q4 | $289K | Buy |
13,536
+7,242
| +115% | +$154K | ﹤0.01% | 1433 |
|
|
2024
Q3 | $139K | Buy |
6,294
+4,514
| +254% | +$99.8K | ﹤0.01% | 1711 |
|
|
2024
Q2 | $38K | Hold |
1,780
| – | – | ﹤0.01% | 2232 |
|
|
2024
Q1 | $38.3K | Hold |
1,780
| – | – | ﹤0.01% | 2235 |
|
|
2023
Q4 | $38.8K | Hold |
1,780
| – | – | ﹤0.01% | 2101 |
|
|
2023
Q3 | $37.4K | Buy |
1,780
+941
| +112% | +$19.8K | ﹤0.01% | 2041 |
|
|
2023
Q2 | $18.1K | Buy |
+839
| New | +$18.1K | ﹤0.01% | 2338 |
|