Integrated Wealth Concepts’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
$26.8M Sell
1,149,158
-14,560
-1% -$340K 0.27% 80
2025
Q1
$27.2M Sell
1,163,718
-88,088
-7% -$2.06M 0.32% 67
2024
Q4
$29.2M Buy
1,251,806
+148,315
+13% +$3.46M 0.34% 59
2024
Q3
$25.8M Buy
1,103,491
+162,604
+17% +$3.81M 0.32% 69
2024
Q2
$21.8M Buy
940,887
+125,640
+15% +$2.92M 0.3% 73
2024
Q1
$18.9M Buy
815,247
+237,776
+41% +$5.52M 0.27% 85
2023
Q4
$13.4M Buy
577,471
+150,681
+35% +$3.51M 0.22% 107
2023
Q3
$9.85M Buy
426,790
+61,937
+17% +$1.43M 0.17% 138
2023
Q2
$8.44M Buy
364,853
+40,940
+13% +$947K 0.14% 155
2023
Q1
$7.62M Buy
323,913
+59,560
+23% +$1.4M 0.16% 141
2022
Q4
$6.15M Buy
+264,353
New +$6.15M 0.17% 130