Cherry Tree Wealth Management’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 |
-20,617
| Closed | -$482K | – | 618 |
|
|
2025
Q3 | $482K | Sell |
20,617
-860
| -4% | -$20.1K | 0.11% | 96 |
|
|
2025
Q2 | $502K | Sell |
21,477
-431
| -2% | -$10.1K | 0.12% | 92 |
|
|
2025
Q1 | $512K | Sell |
21,908
-3,536
| -14% | -$82.5K | 0.12% | 87 |
|
|
2024
Q4 | $593K | Buy |
25,444
+1,501
| +6% | +$35K | 0.15% | 83 |
|
|
2024
Q3 | $561K | Buy |
23,943
+692
| +3% | +$16.1K | 0.13% | 87 |
|
|
2024
Q2 | $540K | Buy |
23,251
+9,709
| +72% | +$225K | 0.14% | 84 |
|
|
2024
Q1 | $315K | Buy |
13,542
+1,928
| +17% | +$44.8K | 0.08% | 127 |
|
|
2023
Q4 | $270K | Hold |
11,614
| – | – | 0.07% | 133 |
|
|
2023
Q3 | $268K | Hold |
11,614
| – | – | 0.08% | 126 |
|
|
2023
Q2 | $269K | Buy |
+11,614
| New | +$272K | 0.08% | 128 |
|