Endowment Wealth Management’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	$1.1M	Buy	46,901 +5,072	+12%	+$118K	0.56%	48
2025 Q1	$978K	Buy	41,829 +8,972	+27%	+$210K	0.63%	45
2024 Q4	$766K	Buy	+32,857	New	+$766K	0.51%	49