Stratos Wealth Partners’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 | $701K | Sell |
31,992
-1,007
| -3% | -$22.1K | 0.01% | 816 |
|
|
2025
Q1 | $718K | Sell |
32,999
-4,943
| -13% | -$108K | 0.01% | 764 |
|
|
2024
Q4 | $809K | Buy |
37,942
+121
| +0.3% | +$2.58K | 0.01% | 771 |
|
|
2024
Q3 | $836K | Sell |
37,821
-9,911
| -21% | -$219K | 0.01% | 753 |
|
|
2024
Q2 | $1.02M | Buy |
47,732
+6,651
| +16% | +$142K | 0.02% | 640 |
|
|
2024
Q1 | $883K | Buy |
41,081
+42
| +0.1% | +$903 | 0.01% | 692 |
|
|
2023
Q4 | $894K | Buy |
41,039
+8,226
| +25% | +$179K | 0.02% | 664 |
|
|
2023
Q3 | $689K | Buy |
+32,813
| New | +$689K | 0.01% | 694 |
|