IFP Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$171K Buy
6,962
+3,070
+79% +$75.2K ﹤0.01% 1352
2025
Q1
$95K Buy
3,892
+817
+27% +$19.9K ﹤0.01% 1558
2024
Q4
$72.7K Hold
3,075
﹤0.01% 1639
2024
Q3
$77.2K Hold
3,075
﹤0.01% 1526
2024
Q2
$73.8K Hold
3,075
﹤0.01% 1494
2024
Q1
$74.7K Hold
3,075
﹤0.01% 1415
2023
Q4
$76.4K Buy
+3,075
New +$76.4K ﹤0.01% 1364