Altus Wealth Group’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
Q1 | – | Sell |
-79,469
| Closed | -$1.85M | – | 141 |
|
|
2024
Q4 | $1.85M | Sell |
79,469
-4,362
| -5% | -$102K | 0.82% | 32 |
|
|
2024
Q3 | $1.96M | Sell |
83,831
-15,736
| -16% | -$369K | 0.84% | 31 |
|
|
2024
Q2 | $2.31M | Sell |
99,567
-31,201
| -24% | -$724K | 1.16% | 23 |
|
|
2024
Q1 | $3.04M | Sell |
130,768
-9,339
| -7% | -$217K | 1.52% | 15 |
|
|
2023
Q4 | $3.26M | Buy |
140,107
+4,524
| +3% | +$105K | 1.81% | 13 |
|
|
2023
Q3 | $3.13M | Sell |
135,583
-3,113
| -2% | -$71.8K | 1.99% | 13 |
|
|
2023
Q2 | $3.21M | Buy |
138,696
+2,102
| +2% | +$48.6K | 1.97% | 13 |
|
|
2023
Q1 | $3.21M | Buy |
+136,594
| New | +$3.21M | 2.16% | 13 |
|