YWM
Yoder Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Hold |
18,431
| – | – | 0.22% | 70 |
|
|
2025
Q1 | $423K | Buy |
18,431
+8,800
| +91% | +$202K | 0.24% | 68 |
|
|
2024
Q4 | $220K | Sell |
9,631
-5,800
| -38% | -$132K | 0.12% | 102 |
|
|
2024
Q3 | $356K | Hold |
15,431
| – | – | 0.21% | 69 |
|
|
2024
Q2 | $350K | Buy |
15,431
+9
| +0.1% | +$204 | 0.23% | 68 |
|
|
2024
Q1 | $350K | Buy |
15,422
+3,600
| +30% | +$81.8K | 0.23% | 67 |
|
|
2023
Q4 | $270K | Buy |
+11,822
| New | +$270K | 0.19% | 73 |
|