Chesley Taft & Associates’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 | – | Sell |
-9,600
| Closed | -$224K | – | 338 |
|
2025
Q1 | $224K | Sell |
9,600
-3,600
| -27% | -$84.1K | 0.01% | 324 |
|
2024
Q4 | $308K | Buy |
+13,200
| New | +$308K | 0.01% | 289 |
|
2024
Q2 | – | Sell |
-16,700
| Closed | -$388K | – | 313 |
|
2024
Q1 | $388K | Hold |
16,700
| – | – | 0.02% | 266 |
|
2023
Q4 | $389K | Buy |
16,700
+4,000
| +31% | +$93.1K | 0.02% | 265 |
|
2023
Q3 | $293K | Buy |
12,700
+2,200
| +21% | +$50.8K | 0.02% | 260 |
|
2023
Q2 | $243K | Buy |
+10,500
| New | +$243K | 0.01% | 277 |
|