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Summitry LLC’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Summitry LLC’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$33.4M Buy
1,455,550
+56,132
+4% +$1.29M 1.51% 28
2025
Q1 		$32.1M Buy
1,399,418
+554,060
+66% +$12.7M 1.62% 26
2024
Q4 		$19.3M Buy
+845,358
New +$19.3M 0.94% 34