YWM
Yoder Wealth Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Buy |
204,491
+34,255
| +20% | +$702K | 2.18% | 14 |
|
|
2025
Q1 | $3.46M | Buy |
170,236
+21,115
| +14% | +$429K | 1.95% | 15 |
|
|
2024
Q4 | $2.95M | Buy |
149,121
+42,340
| +40% | +$838K | 1.63% | 20 |
|
|
2024
Q3 | $2.22M | Buy |
106,781
+36,737
| +52% | +$765K | 1.34% | 24 |
|
|
2024
Q2 | $1.4M | Buy |
70,044
+10,054
| +17% | +$201K | 0.91% | 32 |
|
|
2024
Q1 | $1.21M | Buy |
+59,990
| New | +$1.21M | 0.79% | 34 |
|