Aries 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
Q1 | – | Sell |
-9,773
| Closed | -$228K | – | 231 |
|
|
2024
Q4 | $228K | Sell |
9,773
-5,673
| -37% | -$132K | 0.06% | 201 |
|
|
2024
Q3 | $362K | Sell |
15,446
-2,826
| -15% | -$66.2K | 0.1% | 166 |
|
|
2024
Q2 | $424K | Sell |
18,272
-7,367
| -29% | -$171K | 0.13% | 133 |
|
|
2024
Q1 | $596K | Sell |
25,639
-4,078
| -14% | -$94.7K | 0.19% | 113 |
|
|
2023
Q4 | $692K | Buy |
+29,717
| New | +$692K | 0.25% | 94 |
|