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Trinity Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Trinity Wealth Management’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$343K Buy
15,668
+307
+2% +$6.73K 0.14% 53
2025
Q1 		$334K Buy
15,361
+91
+0.6% +$1.98K 0.15% 46
2024
Q4 		$326K Buy
+15,270
New +$326K 0.15% 47