Beacon Pointe Advisors’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 |
-22,884
| Closed | -$535K | – | 1533 |
|
|
2025
Q3 | $535K | Sell |
22,884
-231
| -1% | -$5.39K | ﹤0.01% | 988 |
|
|
2025
Q2 | $540K | Sell |
23,115
-1,283
| -5% | -$29.9K | 0.01% | 866 |
|
|
2025
Q1 | $570K | Sell |
24,398
-1,102
| -4% | -$25.7K | 0.01% | 817 |
|
|
2024
Q4 | $595K | Buy |
25,500
+2,297
| +10% | +$53.6K | 0.01% | 786 |
|
|
2024
Q3 | $543K | Buy |
23,203
+3,704
| +19% | +$86.3K | 0.01% | 819 |
|
|
2024
Q2 | $453K | Sell |
19,499
-2,328
| -11% | -$53.9K | 0.01% | 906 |
|
|
2024
Q1 | $507K | Buy |
21,827
+7,922
| +57% | +$184K | 0.01% | 910 |
|
|
2023
Q4 | $324K | Buy |
13,905
+4,119
| +42% | +$95.2K | ﹤0.01% | 1057 |
|
|
2023
Q3 | $226K | Buy |
+9,786
| New | +$226K | ﹤0.01% | 1182 |
|