Focused 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 | $785K | Buy |
33,605
+218
| +0.7% | +$5.09K | 0.1% | 78 |
|
|
2025
Q1 | $780K | Buy |
33,387
+634
| +2% | +$14.8K | 0.11% | 65 |
|
|
2024
Q4 | $764K | Buy |
32,753
+142
| +0.4% | +$3.31K | 0.1% | 64 |
|
|
2024
Q3 | $764K | Buy |
32,611
+565
| +2% | +$13.2K | 0.1% | 73 |
|
|
2024
Q2 | $744K | Buy |
32,046
+430
| +1% | +$9.99K | 0.11% | 68 |
|
|
2024
Q1 | $734K | Buy |
31,616
+305
| +1% | +$7.09K | 0.11% | 69 |
|
|
2023
Q4 | $729K | Buy |
31,311
+9,011
| +40% | +$210K | 0.12% | 68 |
|
|
2023
Q3 | $515K | Sell |
22,300
-454
| -2% | -$10.5K | 0.09% | 74 |
|
|
2023
Q2 | $526K | Sell |
22,754
-1,064
| -4% | -$24.6K | 0.09% | 76 |
|
|
2023
Q1 | $560K | Buy |
23,818
+20,238
| +565% | +$476K | 0.11% | 75 |
|
|
2022
Q4 | $83.3K | Buy |
+3,580
| New | +$83.3K | 0.02% | 226 |
|