Creative Planning’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 |
-51,597
| Closed | -$1.21M | – | 4001 |
|
|
2025
Q3 | $1.21M | Sell |
51,597
-45,356
| -47% | -$1.06M | ﹤0.01% | 1944 |
|
|
2025
Q2 | $2.26M | Sell |
96,953
-16,488
| -15% | -$385K | ﹤0.01% | 1224 |
|
|
2025
Q1 | $2.65M | Sell |
113,441
-1,261
| -1% | -$29.4K | ﹤0.01% | 1006 |
|
|
2024
Q4 | $2.67M | Buy |
114,702
+8,924
| +8% | +$208K | ﹤0.01% | 960 |
|
|
2024
Q3 | $2.48M | Sell |
105,778
-10,808
| -9% | -$252K | ﹤0.01% | 956 |
|
|
2024
Q2 | $2.71M | Sell |
116,586
-16,242
| -12% | -$376K | ﹤0.01% | 860 |
|
|
2024
Q1 | $3.09M | Buy |
132,828
+5,651
| +4% | +$131K | ﹤0.01% | 790 |
|
|
2023
Q4 | $2.96M | Buy |
127,177
+12,900
| +11% | +$298K | 0.01% | 746 |
|
|
2023
Q3 | $2.64M | Sell |
114,277
-718
| -0.6% | -$16.6K | ﹤0.01% | 738 |
|
|
2023
Q2 | $2.66M | Sell |
114,995
-3,889
| -3% | -$90.9K | ﹤0.01% | 708 |
|
|
2023
Q1 | $2.8M | Buy |
118,884
+3,144
| +3% | +$73.5K | ﹤0.01% | 666 |
|
|
2022
Q4 | $2.69M | Buy |
115,740
+74,524
| +181% | +$1.73M | ﹤0.01% | 654 |
|
|
2022
Q3 | $960K | Buy |
41,216
+22,668
| +122% | +$539K | ﹤0.01% | 987 |
|
|
2022
Q2 | $445K | Buy |
+18,548
| New | +$445K | ﹤0.01% | 1382 |
|