Integrated Wealth Concepts’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 |
-1,114,964
| Closed | -$26.1M | – | 1826 |
|
|
2025
Q3 | $26.1M | Sell |
1,114,964
-34,194
| -3% | -$798K | 0.23% | 93 |
|
|
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% | +$3.79M | 0.32% | 69 |
|
|
2024
Q2 | $21.8M | Buy |
940,887
+125,640
| +15% | +$2.91M | 0.3% | 73 |
|
|
2024
Q1 | $18.9M | Buy |
815,247
+237,776
| +41% | +$5.53M | 0.27% | 85 |
|
|
2023
Q4 | $13.4M | Buy |
577,471
+150,681
| +35% | +$3.48M | 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% | +$957K | 0.14% | 155 |
|
|
2023
Q1 | $7.62M | Buy |
323,913
+59,560
| +23% | +$1.39M | 0.16% | 141 |
|
|
2022
Q4 | $6.15M | Buy |
+264,353
| New | +$6.15M | 0.17% | 130 |
|