Trinity Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$338K Hold
2025
Q2
$337K Hold
2025
Q1
$335K Hold
2024
Q4
$330K Buy
2024
Q3
$249K Hold
2024
Q2
$242K Buy
2024
Q1
$232K Buy