GHP Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-3,273
| Closed | -$76K | – | 1024 |
|
2024
Q2 | $76K | Hold |
3,273
| – | – | ﹤0.01% | 460 |
|
2024
Q1 | $76K | Hold |
3,273
| – | – | ﹤0.01% | 459 |
|
2023
Q4 | $76.2K | Hold |
3,273
| – | – | ﹤0.01% | 448 |
|
2023
Q3 | $75.4K | Hold |
3,273
| – | – | ﹤0.01% | 452 |
|
2023
Q2 | $75.6K | Buy |
3,273
+213
| +7% | +$4.92K | ﹤0.01% | 450 |
|
2023
Q1 | $72K | Buy |
+3,060
| New | +$72K | ﹤0.01% | 458 |
|