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