CWM
Connecticut Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6M | Buy |
1,180,466
+178,565
| +18% | +$4.17M | 1.31% | 18 |
|
|
2025
Q1 | $23.4M | Buy |
1,001,901
+141,687
| +16% | +$3.31M | 1.23% | 19 |
|
|
2024
Q4 | $20.1M | Buy |
860,214
+137,360
| +19% | +$3.2M | 0.99% | 21 |
|
|
2024
Q3 | $16.9M | Buy |
722,854
+86,488
| +14% | +$2.03M | 0.82% | 26 |
|
|
2024
Q2 | $14.8M | Buy |
636,366
+211,501
| +50% | +$4.91M | 0.76% | 26 |
|
|
2024
Q1 | $9.87M | Buy |
424,865
+364,528
| +604% | +$8.47M | 0.53% | 33 |
|
|
2023
Q4 | $1.4M | Buy |
60,337
+49,695
| +467% | +$1.16M | 0.08% | 114 |
|
|
2023
Q3 | $246K | Buy |
+10,642
| New | +$246K | 0.02% | 256 |
|