Autumn Glory Partners’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 |
-9,100
| Closed | -$213K | – | 211 |
|
|
2025
Q3 | $213K | Buy |
9,100
+343
| +4% | +$8K | 0.09% | 185 |
|
|
2025
Q2 | $205K | Sell |
8,757
-266
| -3% | -$6.21K | 0.1% | 180 |
|
|
2025
Q1 | $211K | Hold |
9,023
| – | – | 0.1% | 168 |
|
|
2024
Q4 | $210K | Buy |
9,023
+129
| +1% | +$3.01K | 0.1% | 165 |
|
|
2024
Q3 | $208K | Hold |
8,894
| – | – | 0.08% | 195 |
|
|
2024
Q2 | $207K | Buy |
8,894
+260
| +3% | +$6.02K | 0.11% | 165 |
|
|
2024
Q1 | $201K | Hold |
8,634
| – | – | 0.1% | 166 |
|
|
2023
Q4 | $201K | Buy |
+8,634
| New | +$200K | 0.11% | 158 |
|