AE 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 | $167K | Sell |
7,147
-3
| -0% | -$70 | ﹤0.01% | 1356 |
|
|
2025
Q1 | $167K | Sell |
7,150
-1
| -0% | -$23 | ﹤0.01% | 1324 |
|
|
2024
Q4 | $167K | Sell |
7,151
-2,059
| -22% | -$48K | ﹤0.01% | 1314 |
|
|
2024
Q3 | $216K | Sell |
9,210
-3,428
| -27% | -$80.3K | ﹤0.01% | 1150 |
|
|
2024
Q2 | $293K | Buy |
+12,638
| New | +$293K | ﹤0.01% | 1038 |
|
|
2024
Q1 | – | Sell |
-95,281
| Closed | -$2.22M | – | 1541 |
|
|
2023
Q4 | $2.22M | Buy |
95,281
+68,829
| +260% | +$1.6M | 0.01% | 868 |
|
|
2023
Q3 | $611K | Buy |
26,452
+15,707
| +146% | +$363K | ﹤0.01% | 1283 |
|
|
2023
Q2 | $249K | Sell |
10,745
-137
| -1% | -$3.17K | ﹤0.01% | 1671 |
|
|
2023
Q1 | $256K | Buy |
+10,882
| New | +$256K | ﹤0.01% | 1623 |
|