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First Ascent Asset Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

First Ascent Asset Management’s Portfolio IBTF Stock Details IBTF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16,252
Closed -$376K – 55
2023
Q2 		$376K Buy
16,252
+615
+4% +$14.2K 0.05% 62
2023
Q1 		$368K Buy
15,637
+4,922
+46% +$116K 0.05% 62
2022
Q4 		$249K Buy
+10,715
New +$249K 0.04% 67