Focus Partners 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 | $6.62M | Sell |
283,413
-990,709
| -78% | -$23.1M | 0.01% | 592 |
|
2025
Q1 | $29.8M | Sell |
1,274,122
-123,984
| -9% | -$2.9M | 0.07% | 253 |
|
2024
Q4 | $32.6M | Buy |
1,398,106
+19,399
| +1% | +$452K | 0.08% | 228 |
|
2024
Q3 | $32.3M | Sell |
1,378,707
-378,688
| -22% | -$8.87M | 0.1% | 193 |
|
2024
Q2 | $40.8M | Sell |
1,757,395
-828,973
| -32% | -$19.2M | 0.14% | 155 |
|
2024
Q1 | $60.1M | Sell |
2,586,368
-78,968
| -3% | -$1.83M | 0.49% | 44 |
|
2023
Q4 | $62M | Buy |
+2,665,336
| New | +$62M | 0.81% | 20 |
|