Geneos 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 | $488K | Sell |
20,892
-29,935
| -59% | -$699K | 0.01% | 715 |
|
|
2025
Q1 | $1.19M | Buy |
50,827
+24,273
| +91% | +$567K | 0.02% | 620 |
|
|
2024
Q4 | $619K | Buy |
26,554
+3,461
| +15% | +$80.7K | 0.02% | 535 |
|
|
2024
Q3 | $541K | Buy |
23,093
+142
| +0.6% | +$3.33K | 0.02% | 541 |
|
|
2024
Q2 | $533K | Sell |
22,951
-866
| -4% | -$20.1K | 0.02% | 481 |
|
|
2024
Q1 | $553K | Sell |
23,817
-973
| -4% | -$22.6K | 0.03% | 473 |
|
|
2023
Q4 | $577K | Sell |
24,790
-418
| -2% | -$9.73K | 0.03% | 445 |
|
|
2023
Q3 | $582K | Buy |
+25,208
| New | +$582K | 0.03% | 434 |
|