Allworth Financial’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 |
-82,048
| Closed | -$1.92M | – | 5151 |
|
|
2025
Q3 | $1.92M | Sell |
82,048
-9,437
| -10% | -$220K | 0.01% | 511 |
|
|
2025
Q2 | $2.14M | Sell |
91,485
-8,361
| -8% | -$195K | 0.01% | 466 |
|
|
2025
Q1 | $2.33M | Sell |
99,846
-3,914
| -4% | -$91.3K | 0.01% | 370 |
|
|
2024
Q4 | $2.42M | Buy |
103,760
+2,197
| +2% | +$51.2K | 0.01% | 366 |
|
|
2024
Q3 | $2.38M | Sell |
101,563
-9,068
| -8% | -$211K | 0.01% | 311 |
|
|
2024
Q2 | $2.57M | Sell |
110,631
-11,836
| -10% | -$274K | 0.02% | 290 |
|
|
2024
Q1 | $2.84M | Sell |
122,467
-42,114
| -26% | -$979K | 0.02% | 256 |
|
|
2023
Q4 | $3.83M | Buy |
164,581
+141,405
| +610% | +$3.27M | 0.03% | 218 |
|
|
2023
Q3 | $535K | Buy |
23,176
+8,676
| +60% | +$200K | ﹤0.01% | 473 |
|
|
2023
Q2 | $335K | Hold |
14,500
| – | – | ﹤0.01% | 580 |
|
|
2023
Q1 | $341K | Buy |
14,500
+9,700
| +202% | +$227K | ﹤0.01% | 546 |
|
|
2022
Q4 | $112K | Hold |
4,800
| – | – | ﹤0.01% | 788 |
|
|
2022
Q3 | $112K | Buy |
+4,800
| New | +$114K | ﹤0.01% | 734 |
|