Beacon Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,822
| Closed | -$205K | – | 322 |
|
|
2023
Q4 | $205K | Sell |
8,822
-2,801
| -24% | -$65.2K | 0.03% | 300 |
|
|
2023
Q3 | $269K | Sell |
11,623
-33,820
| -74% | -$783K | 0.04% | 221 |
|
|
2023
Q2 | $1.05M | Hold |
45,443
| – | – | 0.14% | 131 |
|
|
2023
Q1 | $1.07M | Hold |
45,443
| – | – | 0.15% | 128 |
|
|
2022
Q4 | $1.06M | Buy |
+45,443
| New | +$1.06M | 0.14% | 134 |
|