1858 Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-125,832
| Closed | -$2.94M | – | 123 |
|
|
2025
Q1 | $2.94M | Buy |
125,832
+1,843
| +1% | +$43.1K | 2.49% | 9 |
|
|
2024
Q4 | $2.89M | Buy |
123,989
+2,010
| +2% | +$46.9K | 2.29% | 11 |
|
|
2024
Q3 | $2.86M | Buy |
121,979
+2,274
| +2% | +$53.3K | 2.35% | 9 |
|
|
2024
Q2 | $2.78M | Sell |
119,705
-946
| -0.8% | -$22K | 2.31% | 10 |
|
|
2024
Q1 | $2.81M | Hold |
120,651
| – | – | 2.66% | 6 |
|
|
2023
Q4 | $2.81M | Buy |
+120,651
| New | +$2.81M | 2.66% | 6 |
|