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