Cannon Financial Strategists’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 |
-62,944
| Closed | -$1.47M | – | 103 |
|
|
2025
Q3 | $1.47M | Buy |
62,944
+588
| +0.9% | +$13.7K | 0.21% | 37 |
|
|
2025
Q2 | $1.46M | Buy |
62,356
+633
| +1% | +$14.8K | 0.23% | 34 |
|
|
2025
Q1 | $1.44M | Buy |
61,723
+425
| +0.7% | +$9.92K | 0.25% | 35 |
|
|
2024
Q4 | $1.43M | Buy |
61,298
+878
| +1% | +$20.5K | 0.25% | 35 |
|
|
2024
Q3 | $1.42M | Buy |
60,420
+662
| +1% | +$15.4K | 0.25% | 35 |
|
|
2024
Q2 | $1.39M | Buy |
59,758
+646
| +1% | +$15K | 0.26% | 30 |
|
|
2024
Q1 | $1.37M | Buy |
59,112
+3,026
| +5% | +$70.3K | 0.27% | 29 |
|
|
2023
Q4 | $1.31M | Buy |
56,086
+782
| +1% | +$18.1K | 0.28% | 30 |
|
|
2023
Q3 | $1.28M | Buy |
55,304
+555
| +1% | +$12.8K | 0.32% | 26 |
|
|
2023
Q2 | $1.27M | Buy |
+54,749
| New | +$1.28M | 0.35% | 28 |
|