W.H. Cornerstone Investments’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,941
| Closed | -$271K | – | 129 |
|
|
2024
Q1 | $271K | Sell |
11,941
-3,264
| -21% | -$74.1K | 0.2% | 110 |
|
|
2023
Q4 | $348K | Sell |
15,205
-1,057
| -6% | -$24.2K | 0.28% | 93 |
|
|
2023
Q3 | $365K | Buy |
16,262
+264
| +2% | +$5.93K | 0.32% | 83 |
|
|
2023
Q2 | $362K | Sell |
15,998
-1,284
| -7% | -$29.1K | 0.32% | 80 |
|
|
2023
Q1 | $399K | Sell |
17,282
-257
| -1% | -$5.93K | 0.36% | 74 |
|
|
2022
Q4 | $404K | Sell |
17,539
-329
| -2% | -$7.58K | 0.38% | 71 |
|
|
2022
Q3 | $403K | Buy |
+17,868
| New | +$403K | 0.42% | 72 |
|