Atria Wealth Solutions’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 | $5.47M | Sell |
234,212
-9,025
| -4% | -$211K | 0.12% | 198 |
|
|
2025
Q1 | $5.68M | Buy |
243,237
+3,848
| +2% | +$89.9K | 0.07% | 300 |
|
|
2024
Q4 | $5.58M | Sell |
239,389
-13,918
| -5% | -$325K | 0.06% | 326 |
|
|
2024
Q3 | $5.93M | Buy |
253,307
+18,703
| +8% | +$438K | 0.06% | 300 |
|
|
2024
Q2 | $5.45M | Buy |
234,604
+151,752
| +183% | +$3.52M | 0.06% | 320 |
|
|
2024
Q1 | $1.92M | Buy |
82,852
+37,887
| +84% | +$880K | 0.02% | 651 |
|
|
2023
Q4 | $1.05M | Buy |
44,965
+27,115
| +152% | +$631K | 0.01% | 837 |
|
|
2023
Q3 | $412K | Buy |
17,850
+2,379
| +15% | +$54.9K | 0.01% | 1222 |
|
|
2023
Q2 | $358K | Buy |
15,471
+27
| +0.2% | +$625 | ﹤0.01% | 1331 |
|
|
2023
Q1 | $363K | Buy |
15,444
+2,889
| +23% | +$68K | 0.01% | 1310 |
|
|
2022
Q4 | $292K | Buy |
+12,555
| New | +$292K | ﹤0.01% | 1366 |
|