Cooper Financial Group’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 |
-21,251
| Closed | -$497K | – | 395 |
|
|
2025
Q3 | $497K | Sell |
21,251
-1,406
| -6% | -$32.8K | 0.06% | 237 |
|
|
2025
Q2 | $529K | Sell |
22,657
-1,335
| -6% | -$31.1K | 0.06% | 227 |
|
|
2025
Q1 | $561K | Sell |
23,992
-13,327
| -36% | -$311K | 0.07% | 227 |
|
|
2024
Q4 | $870K | Buy |
37,319
+2,458
| +7% | +$57.3K | 0.1% | 163 |
|
|
2024
Q3 | $816K | Sell |
34,861
-4,025
| -10% | -$93.8K | 0.11% | 168 |
|
|
2024
Q2 | $903K | Buy |
38,886
+288
| +0.7% | +$6.67K | 0.13% | 139 |
|
|
2024
Q1 | $897K | Buy |
38,598
+20,365
| +112% | +$473K | 0.15% | 133 |
|
|
2023
Q4 | $424K | Buy |
18,233
+9,541
| +110% | +$221K | 0.08% | 231 |
|
|
2023
Q3 | $201K | Hold |
8,692
| – | – | 0.05% | 314 |
|
|
2023
Q2 | $201K | Buy |
+8,692
| New | +$203K | 0.05% | 307 |
|