AllSquare 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 | $234K | Hold |
10,004
| – | – | 0.13% | 98 |
|
|
2025
Q1 | $234K | Sell |
10,004
-750
| -7% | -$17.5K | 0.14% | 93 |
|
|
2024
Q4 | $251K | Hold |
10,754
| – | – | 0.14% | 89 |
|
|
2024
Q3 | $252K | Hold |
10,754
| – | – | 0.14% | 94 |
|
|
2024
Q2 | $250K | Hold |
10,754
| – | – | 0.15% | 89 |
|
|
2024
Q1 | $250K | Buy |
10,754
+862
| +9% | +$20K | 0.15% | 92 |
|
|
2023
Q4 | $230K | Buy |
9,892
+1,767
| +22% | +$41.1K | 0.14% | 93 |
|
|
2023
Q3 | $188K | Buy |
8,125
+7,060
| +663% | +$163K | 0.12% | 100 |
|
|
2023
Q2 | $24.8K | Buy |
+1,065
| New | +$24.8K | 0.02% | 280 |
|