Eldridge Investment Advisors’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 | $6.88M | Sell |
295,543
-17,938
| -6% | -$418K | 1.44% | 22 |
|
|
2025
Q1 | $7.33M | Sell |
313,481
-22,357
| -7% | -$522K | 1.69% | 18 |
|
|
2024
Q4 | $7.83M | Buy |
335,838
+32,538
| +11% | +$759K | 1.82% | 15 |
|
|
2024
Q3 | $7.08M | Buy |
303,300
+107,229
| +55% | +$2.5M | 1.66% | 16 |
|
|
2024
Q2 | $4.55M | Buy |
196,071
+136,289
| +228% | +$3.16M | 1.15% | 25 |
|
|
2024
Q1 | $1.39M | Buy |
59,782
+2,667
| +5% | +$62K | 0.36% | 64 |
|
|
2023
Q4 | $1.33M | Buy |
57,115
+48,117
| +535% | +$1.12M | 0.35% | 64 |
|
|
2023
Q3 | $207K | Buy |
+8,998
| New | +$207K | 0.07% | 136 |
|
|
2022
Q2 | – | Sell |
-26,000
| Closed | -$631K | – | 131 |
|
|
2022
Q1 | $631K | Buy |
+26,000
| New | +$631K | 0.21% | 64 |
|