YWM
Yoder Wealth Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Buy |
40,302
+1,250
| +3% | +$24.8K | 0.42% | 52 |
|
|
2025
Q1 | $768K | Hold |
39,052
| – | – | 0.43% | 51 |
|
|
2024
Q4 | $750K | Buy |
39,052
+2,500
| +7% | +$48K | 0.41% | 50 |
|
|
2024
Q3 | $733K | Hold |
36,552
| – | – | 0.44% | 48 |
|
|
2024
Q2 | $705K | Buy |
36,552
+9,200
| +34% | +$177K | 0.46% | 47 |
|
|
2024
Q1 | $531K | Buy |
27,352
+1,100
| +4% | +$21.4K | 0.35% | 53 |
|
|
2023
Q4 | $518K | Buy |
+26,252
| New | +$518K | 0.37% | 52 |
|