Lantz Financial’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 |
-119,558
| Closed | -$2.79M | – | 253 |
|
|
2025
Q3 | $2.79M | Sell |
119,558
-257
| -0.2% | -$6K | 0.62% | 39 |
|
|
2025
Q2 | $2.8M | Buy |
119,815
+9,419
| +9% | +$220K | 0.7% | 38 |
|
|
2025
Q1 | $2.58M | Buy |
110,396
+252
| +0.2% | +$5.88K | 0.71% | 36 |
|
|
2024
Q4 | $2.57M | Sell |
110,144
-6,794
| -6% | -$158K | 0.68% | 36 |
|
|
2024
Q3 | $2.74M | Buy |
116,938
+19,747
| +20% | +$460K | 0.74% | 35 |
|
|
2024
Q2 | $2.26M | Buy |
97,191
+903
| +0.9% | +$20.9K | 0.7% | 38 |
|
|
2024
Q1 | $2.24M | Buy |
96,288
+8,956
| +10% | +$208K | 0.72% | 40 |
|
|
2023
Q4 | $2.03M | Sell |
87,332
-2,813
| -3% | -$65K | 0.73% | 35 |
|
|
2023
Q3 | $2.08M | Buy |
90,145
+10,979
| +14% | +$253K | 0.83% | 29 |
|
|
2023
Q2 | $1.83M | Buy |
79,166
+2,745
| +4% | +$64.2K | 0.72% | 37 |
|
|
2023
Q1 | $1.8M | Buy |
+76,421
| New | +$1.79M | 0.75% | 35 |
|