Washington Trust’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $205K | Sell |
9,362
-1,200
| -11% | -$26.3K | 0.01% | 257 |
|
2025
Q1 | $230K | Sell |
10,562
-2,500
| -19% | -$54.4K | 0.01% | 244 |
|
2024
Q4 | $279K | Hold |
13,062
| – | – | 0.01% | 245 |
|
2024
Q3 | $289K | Hold |
13,062
| – | – | 0.01% | 253 |
|
2024
Q2 | $279K | Buy |
13,062
+3,562
| +37% | +$76.1K | 0.01% | 254 |
|
2024
Q1 | $204K | Buy |
+9,500
| New | +$204K | 0.01% | 277 |
|