Crestmont Private 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 | $1.85M | Buy |
79,081
+1,588
| +2% | +$37.1K | 0.67% | 14 |
|
2025
Q1 | $1.81M | Buy |
77,493
+14,620
| +23% | +$342K | 0.78% | 12 |
|
2024
Q4 | $1.47M | Buy |
62,873
+36,916
| +142% | +$861K | 0.66% | 13 |
|
2024
Q3 | $608K | Buy |
25,957
+7,778
| +43% | +$182K | 0.27% | 27 |
|
2024
Q2 | $422K | Buy |
18,179
+2,589
| +17% | +$60.1K | 0.2% | 33 |
|
2024
Q1 | $362K | Buy |
+15,590
| New | +$362K | 0.18% | 43 |
|