TWM
Trinity Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
15,078
| – | – | 0.13% | 54 |
|
|
2025
Q1 | $335K | Hold |
15,078
| – | – | 0.15% | 45 |
|
|
2024
Q4 | $330K | Buy |
15,078
+4,001
| +36% | +$87.6K | 0.15% | 45 |
|
|
2024
Q3 | $249K | Hold |
11,077
| – | – | 0.11% | 49 |
|
|
2024
Q2 | $242K | Buy |
11,077
+503
| +5% | +$11K | 0.12% | 43 |
|
|
2024
Q1 | $232K | Buy |
+10,574
| New | +$232K | 0.12% | 43 |
|