Cerity Partners’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 | $467K | Sell |
20,007
-865
| -4% | -$20.2K | ﹤0.01% | 1901 |
|
|
2025
Q1 | $488K | Sell |
20,872
-10,398
| -33% | -$243K | ﹤0.01% | 1764 |
|
|
2024
Q4 | $729K | Sell |
31,270
-7,062
| -18% | -$165K | ﹤0.01% | 1566 |
|
|
2024
Q3 | $898K | Buy |
38,332
+10,769
| +39% | +$252K | ﹤0.01% | 1453 |
|
|
2024
Q2 | $640K | Buy |
27,563
+2
| +0% | +$46 | ﹤0.01% | 1418 |
|
|
2024
Q1 | $640K | Buy |
27,561
+3,331
| +14% | +$77.4K | ﹤0.01% | 1483 |
|
|
2023
Q4 | $564K | Buy |
24,230
+409
| +2% | +$9.52K | ﹤0.01% | 1215 |
|
|
2023
Q3 | $550K | Sell |
23,821
-1,224
| -5% | -$28.3K | ﹤0.01% | 945 |
|
|
2023
Q2 | $579K | Buy |
25,045
+13,334
| +114% | +$308K | ﹤0.01% | 1122 |
|
|
2023
Q1 | $276K | Buy |
11,711
+2,126
| +22% | +$50K | ﹤0.01% | 1563 |
|
|
2022
Q4 | $223K | Sell |
9,585
-3,574
| -27% | -$83.2K | ﹤0.01% | 1277 |
|
|
2022
Q3 | $306K | Buy |
13,159
+1,800
| +16% | +$41.9K | ﹤0.01% | 885 |
|
|
2022
Q2 | $272K | Buy |
+11,359
| New | +$272K | ﹤0.01% | 944 |
|
|
2022
Q1 | – | Sell |
-21,075
| Closed | -$534K | – | 1013 |
|
|
2021
Q4 | $534K | Buy |
+21,075
| New | +$534K | 0.01% | 575 |
|