Wealth Enhancement Advisory Services’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.04M | Buy |
176,754
+20,855
| +13% | +$476K | 0.01% | 997 |
|
2025
Q1 | $3.58M | Buy |
155,899
+29,007
| +23% | +$665K | 0.01% | 962 |
|
2024
Q4 | $2.89M | Buy |
126,892
+7,030
| +6% | +$160K | 0.01% | 1009 |
|
2024
Q3 | $2.76M | Sell |
119,862
-4,493
| -4% | -$104K | 0.01% | 928 |
|
2024
Q2 | $2.82M | Buy |
+124,355
| New | +$2.82M | 0.01% | 872 |
|