Essential Planning’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 | $2.11M | Sell |
90,476
-21,973
| -20% | -$513K | 0.79% | 22 |
|
|
2025
Q1 | $2.63M | Sell |
112,449
-8,350,443
| -99% | -$195M | 1.06% | 18 |
|
|
2024
Q4 | $197M | Buy |
8,462,892
+8,333,058
| +6,418% | +$194M | 1.29% | 15 |
|
|
2024
Q3 | $3.04M | Sell |
129,834
-2,523
| -2% | -$59.1K | 1.25% | 18 |
|
|
2024
Q2 | $3.07M | Buy |
132,357
+46,202
| +54% | +$1.07M | 1.35% | 17 |
|
|
2024
Q1 | $2.01M | Buy |
86,155
+4,297
| +5% | +$100K | 1% | 17 |
|
|
2023
Q4 | $1.91M | Buy |
81,858
+35,670
| +77% | +$830K | 0.96% | 17 |
|
|
2023
Q3 | $1.07M | Buy |
+46,188
| New | +$1.07M | 0.59% | 21 |
|