Waycross Investment Management’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 | $9.97M | Buy |
454,990
+909
| +0.2% | +$19.9K | 10.37% | 2 |
|
|
2025
Q1 | $9.89M | Sell |
454,081
-2,817
| -0.6% | -$61.3K | 11.15% | 2 |
|
|
2024
Q4 | $9.74M | Buy |
456,898
+3,955
| +0.9% | +$84.3K | 10.25% | 2 |
|
|
2024
Q3 | $10M | Buy |
452,943
+9,764
| +2% | +$216K | 9.22% | 2 |
|
|
2024
Q2 | $9.47M | Buy |
443,179
+6,585
| +2% | +$141K | 9.14% | 2 |
|
|
2024
Q1 | $9.39M | Buy |
436,594
+29,810
| +7% | +$641K | 8.75% | 2 |
|
|
2023
Q4 | $8.86M | Buy |
+406,784
| New | +$8.86M | 9.75% | 2 |
|