Stifel Financial’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 | $3.44M | Buy |
153,765
+11,326
| +8% | +$253K | ﹤0.01% | 1468 |
|
2025
Q1 | $3.17M | Sell |
142,439
-596,068
| -81% | -$13.3M | ﹤0.01% | 1445 |
|
2024
Q4 | $16.2M | Sell |
738,507
-286,414
| -28% | -$6.27M | 0.02% | 654 |
|
2024
Q3 | $23.1M | Buy |
1,024,921
+970,986
| +1,800% | +$21.9M | 0.02% | 527 |
|
2024
Q2 | $1.18M | Buy |
53,935
+6,307
| +13% | +$138K | ﹤0.01% | 2058 |
|
2024
Q1 | $1.04M | Buy |
47,628
+1,719
| +4% | +$37.7K | ﹤0.01% | 2158 |
|
2023
Q4 | $1.02M | Buy |
45,909
+12,530
| +38% | +$278K | ﹤0.01% | 2141 |
|
2023
Q3 | $719K | Buy |
33,379
+8,744
| +35% | +$188K | ﹤0.01% | 2272 |
|
2023
Q2 | $542K | Sell |
24,635
-2,733
| -10% | -$60.1K | ﹤0.01% | 2468 |
|
2023
Q1 | $616K | Buy |
27,368
+644
| +2% | +$14.5K | ﹤0.01% | 2399 |
|
2022
Q4 | $586K | Sell |
26,724
-1,423
| -5% | -$31.2K | ﹤0.01% | 2382 |
|
2022
Q3 | $615K | Sell |
28,147
-431
| -2% | -$9.42K | ﹤0.01% | 2307 |
|
2022
Q2 | $656K | Buy |
28,578
+1,021
| +4% | +$23.4K | ﹤0.01% | 2299 |
|
2022
Q1 | $654K | Sell |
27,557
-72
| -0.3% | -$1.71K | ﹤0.01% | 2421 |
|
2021
Q4 | $695K | Buy |
27,629
+601
| +2% | +$15.1K | ﹤0.01% | 2393 |
|
2021
Q3 | $686K | Sell |
27,028
-512,593
| -95% | -$13M | ﹤0.01% | 2375 |
|
2021
Q2 | $13.7M | Buy |
539,621
+409,018
| +313% | +$10.4M | 0.02% | 597 |
|
2021
Q1 | $3.27M | Sell |
130,603
-102,008
| -44% | -$2.55M | 0.01% | 1215 |
|
2020
Q4 | $6.12M | Buy |
232,611
+14,205
| +7% | +$373K | 0.01% | 787 |
|
2020
Q3 | $5.81M | Buy |
218,406
+37,269
| +21% | +$992K | 0.01% | 717 |
|
2020
Q2 | $4.82M | Sell |
181,137
-372
| -0.2% | -$9.9K | 0.01% | 741 |
|
2020
Q1 | $4.68M | Buy |
+181,509
| New | +$4.68M | 0.01% | 695 |
|