Accretive Wealth Partners’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-27,218
| Closed | -$636K | – | 158 |
|
|
2025
Q3 | $636K | Sell |
27,218
-131,316
| -83% | -$3.06M | 0.19% | 100 |
|
|
2025
Q2 | $3.7M | Buy |
158,534
+9,059
| +6% | +$211K | 1.21% | 16 |
|
|
2025
Q1 | $3.48M | Buy |
149,475
+26,048
| +21% | +$608K | 1.23% | 14 |
|
|
2024
Q4 | $2.88M | Buy |
123,427
+20,305
| +20% | +$474K | 1.22% | 18 |
|
|
2024
Q3 | $2.42M | Buy |
103,122
+1,858
| +2% | +$43.3K | 1.01% | 27 |
|
|
2024
Q2 | $2.35M | Buy |
101,264
+1,267
| +1% | +$29.3K | 0.98% | 22 |
|
|
2024
Q1 | $2.31M | Buy |
99,997
+7,003
| +8% | +$163K | 1.02% | 19 |
|
|
2023
Q4 | $2.16M | Buy |
+92,994
| New | +$2.15M | 1.04% | 22 |
|