Laurel Wealth Advisors (North Carolina)’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 | $10.7M | Buy |
250,289
+239,574
| +2,236% | +$10.3M | 0.15% | 101 |
|
|
2025
Q1 | $250K | Hold |
10,715
| – | – | 0.04% | 162 |
|
|
2024
Q4 | $250K | Sell |
10,715
-1,000
| -9% | -$23.3K | 0.04% | 160 |
|
|
2024
Q3 | $274K | Buy |
11,715
+102
| +0.9% | +$2.39K | 0.04% | 156 |
|
|
2024
Q2 | $270K | Buy |
11,613
+6
| +0.1% | +$139 | 0.05% | 153 |
|
|
2024
Q1 | $270K | Buy |
11,607
+3
| +0% | +$70 | 0.05% | 155 |
|
|
2023
Q4 | $270K | Buy |
+11,604
| New | +$270K | 0.05% | 149 |
|