TWM
Trinity Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Buy |
31,880
+2,570
| +9% | +$58.9K | 0.29% | 41 |
|
|
2025
Q1 | $672K | Buy |
29,310
+721
| +3% | +$16.5K | 0.31% | 34 |
|
|
2024
Q4 | $652K | Buy |
28,589
+18,290
| +178% | +$417K | 0.3% | 35 |
|
|
2024
Q3 | $238K | Hold |
10,299
| – | – | 0.11% | 50 |
|
|
2024
Q2 | $233K | Hold |
10,299
| – | – | 0.12% | 44 |
|
|
2024
Q1 | $234K | Buy |
+10,299
| New | +$234K | 0.12% | 42 |
|