Waycross Investment Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
543,723
+976
| +0.2% | +$19.4K | 11.22% | 1 |
|
|
2025
Q1 | $10.7M | Sell |
542,747
-4,146
| -0.8% | -$81.5K | 12.03% | 1 |
|
|
2024
Q4 | $10.5M | Buy |
546,893
+5,206
| +1% | +$99.9K | 11.05% | 1 |
|
|
2024
Q3 | $10.9M | Buy |
541,687
+1,821
| +0.3% | +$36.5K | 10% | 1 |
|
|
2024
Q2 | $10.4M | Buy |
539,866
+6,910
| +1% | +$133K | 10.04% | 1 |
|
|
2024
Q1 | $10.4M | Buy |
532,956
+29,962
| +6% | +$582K | 9.64% | 1 |
|
|
2023
Q4 | $9.92M | Buy |
+502,994
| New | +$9.92M | 10.91% | 1 |
|