CreativeOne Wealth’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
$10.1M Buy
430,547
+14,390
+3% +$336K 0.26% 70
2025
Q1
$9.73M Buy
416,157
+47,825
+13% +$1.12M 0.29% 69
2024
Q4
$8.59M Buy
368,332
+302,320
+458% +$7.05M 0.26% 73
2024
Q3
$1.55M Buy
66,012
+16,190
+32% +$379K 0.05% 321
2024
Q2
$1.16M Sell
49,822
-1,651
-3% -$38.3K 0.06% 290
2024
Q1
$1.2M Sell
51,473
-4,434
-8% -$103K 0.05% 340
2023
Q4
$1.3M Buy
+55,907
New +$1.3M 0.08% 212
2023
Q2
Sell
-12,854
Closed -$302K 860
2023
Q1
$302K Buy
12,854
+32
+0.2% +$752 0.01% 635
2022
Q4
$298K Hold
12,822
0.02% 572
2022
Q3
$298K Buy
12,822
+1,772
+16% +$41.2K 0.02% 553
2022
Q2
$265K Buy
+11,050
New +$265K 0.01% 597