JDM Financial Group’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
2023 Q3	–	Sell	-15,892	Closed	-$368K	–	211
2023 Q2	$368K	Buy	15,892 +255	+2%	+$5.9K	0.32%	26
2023 Q1	$368K	Buy	15,637 +4,922	+46%	+$116K	0.34%	25
2022 Q4	$249K	Buy	+10,715	New	+$249K	0.24%	29