BWM
BCS Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,315
| Closed | -$615K | – | 272 |
|
|
2025
Q1 | $615K | Hold |
26,315
| – | – | 0.16% | 122 |
|
|
2024
Q4 | $614K | Hold |
26,315
| – | – | 0.15% | 127 |
|
|
2024
Q3 | $616K | Hold |
26,315
| – | – | 0.26% | 80 |
|
|
2024
Q2 | $611K | Hold |
26,315
| – | – | 0.3% | 72 |
|
|
2024
Q1 | $611K | Buy |
26,315
+13,181
| +100% | +$306K | 0.2% | 112 |
|
|
2023
Q4 | $306K | Buy |
+13,134
| New | +$306K | 0.11% | 164 |
|