YWM
Yoder Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
10,970
| – | – | 0.13% | 101 |
|
|
2025
Q1 | $244K | Hold |
10,970
| – | – | 0.14% | 95 |
|
|
2024
Q4 | $240K | Hold |
10,970
| – | – | 0.13% | 95 |
|
|
2024
Q3 | $247K | Hold |
10,970
| – | – | 0.15% | 97 |
|
|
2024
Q2 | $239K | Buy |
10,970
+150
| +1% | +$3.28K | 0.16% | 93 |
|
|
2024
Q1 | $237K | Sell |
10,820
-1,600
| -13% | -$35.1K | 0.15% | 91 |
|
|
2023
Q4 | $276K | Buy |
+12,420
| New | +$276K | 0.19% | 71 |
|