CFS Investment Advisory Services’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 | $395K | Buy |
16,905
+9
| +0.1% | +$210 | 0.03% | 250 |
|
|
2025
Q1 | $395K | Buy |
16,896
+3,357
| +25% | +$78.5K | 0.04% | 237 |
|
|
2024
Q4 | $316K | Sell |
13,539
-18
| -0.1% | -$420 | 0.03% | 251 |
|
|
2024
Q3 | $318K | Buy |
13,557
+1,704
| +14% | +$40K | 0.03% | 244 |
|
|
2024
Q2 | $275K | Sell |
11,853
-22
| -0.2% | -$510 | 0.02% | 227 |
|
|
2024
Q1 | $276K | Sell |
11,875
-3,311
| -22% | -$77K | 0.05% | 141 |
|
|
2023
Q4 | $354K | Sell |
15,186
-1,737
| -10% | -$40.5K | 0.06% | 122 |
|
|
2023
Q3 | $391K | Buy |
16,923
+1,610
| +11% | +$37.2K | 0.06% | 133 |
|
|
2023
Q2 | $354K | Sell |
15,313
-3,409
| -18% | -$78.8K | 0.05% | 198 |
|
|
2023
Q1 | $441K | Buy |
18,722
+7,433
| +66% | +$175K | 0.08% | 96 |
|
|
2022
Q4 | $263K | Buy |
+11,289
| New | +$263K | 0.06% | 108 |
|