CSIA
Conrad Siegel Investment Advisors’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 | $477K | Sell |
20,428
-9,154
| -31% | -$214K | 0.11% | 38 |
|
2025
Q1 | $691K | Buy |
29,582
+85
| +0.3% | +$1.99K | 0.18% | 33 |
|
2024
Q4 | $688K | Sell |
29,497
-2,618
| -8% | -$61.1K | 0.19% | 31 |
|
2024
Q3 | $752K | Buy |
32,115
+9,863
| +44% | +$231K | 0.2% | 29 |
|
2024
Q2 | $517K | Buy |
22,252
+432
| +2% | +$10K | 0.15% | 33 |
|
2024
Q1 | $507K | Buy |
+21,820
| New | +$507K | 0.15% | 31 |
|
2023
Q2 | – | Sell |
-14,667
| Closed | -$345K | – | 27 |
|
2023
Q1 | $345K | Buy |
14,667
+93
| +0.6% | +$2.19K | 0.31% | 20 |
|
2022
Q4 | $339K | Buy |
+14,574
| New | +$339K | 0.34% | 22 |
|