Koss-Olinger Consulting’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 |
-23,917
| Closed | -$559K | – | 293 |
|
|
2025
Q3 | $559K | Hold |
23,917
| – | – | 0.05% | 181 |
|
|
2025
Q2 | $559K | Buy |
23,917
+393
| +2% | +$9.17K | 0.05% | 185 |
|
|
2025
Q1 | $550K | Buy |
23,524
+582
| +3% | +$13.6K | 0.05% | 182 |
|
|
2024
Q4 | $535K | Buy |
22,942
+220
| +1% | +$5.13K | 0.05% | 121 |
|
|
2024
Q3 | $532K | Buy |
22,722
+798
| +4% | +$18.6K | 0.05% | 145 |
|
|
2024
Q2 | $509K | Buy |
+21,924
| New | +$508K | 0.05% | 138 |
|
|
2024
Q1 | – | Sell |
-21,224
| Closed | -$494K | – | 157 |
|
|
2023
Q4 | $494K | Buy |
21,224
+10,941
| +106% | +$253K | 0.05% | 156 |
|
|
2023
Q3 | $237K | Buy |
+10,283
| New | +$237K | 0.04% | 229 |
|