Beacon Financial Planning’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 | $943K | Buy |
40,387
+308
| +0.8% | +$7.2K | 0.53% | 32 |
|
|
2025
Q1 | $937K | Sell |
40,079
-3,540
| -8% | -$82.7K | 0.54% | 31 |
|
|
2024
Q4 | $1.02M | Buy |
43,619
+23,069
| +112% | +$538K | 0.59% | 24 |
|
|
2024
Q3 | $481K | Buy |
20,550
+4,616
| +29% | +$108K | 0.3% | 29 |
|
|
2024
Q2 | $370K | Buy |
15,934
+5,480
| +52% | +$127K | 0.25% | 29 |
|
|
2024
Q1 | $243K | Buy |
+10,454
| New | +$243K | 0.17% | 35 |
|