Horizons Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-41,335
| Closed | -$966K | – | 174 |
|
|
2025
Q3 | $966K | Sell |
41,335
-69
| -0.2% | -$1.61K | 0.66% | 28 |
|
|
2025
Q2 | $967K | Sell |
41,404
-224
| -0.5% | -$5.23K | 0.7% | 27 |
|
|
2025
Q1 | $973K | Sell |
41,628
-581
| -1% | -$13.6K | 0.73% | 27 |
|
|
2024
Q4 | $984K | Buy |
42,209
+1,707
| +4% | +$39.8K | 0.76% | 27 |
|
|
2024
Q3 | $949K | Buy |
40,502
+281
| +0.7% | +$6.55K | 0.73% | 26 |
|
|
2024
Q2 | $935K | Sell |
40,221
-8,521
| -17% | -$197K | 0.75% | 25 |
|
|
2024
Q1 | $1.13M | Hold |
48,742
| – | – | 0.74% | 23 |
|
|
2023
Q4 | $1.13M | Buy |
48,742
+5,464
| +13% | +$126K | 0.74% | 23 |
|
|
2023
Q3 | $999K | Buy |
43,278
+20,489
| +90% | +$473K | 0.73% | 22 |
|
|
2023
Q2 | $527K | Buy |
22,789
+2,917
| +15% | +$68.2K | 0.37% | 36 |
|
|
2023
Q1 | $468K | Buy |
19,872
+7,227
| +57% | +$169K | 0.34% | 36 |
|
|
2022
Q4 | $294K | Buy |
+12,645
| New | +$294K | 0.24% | 43 |
|