Level Four Advisory Services’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
2024 Q2	–	Sell	-215,282	Closed	-$5.01M	–	806
2024 Q1	$5.01M	Buy	215,282 +8,550	+4%	+$199K	0.28%	87
2023 Q4	$4.81M	Buy	206,732 +13,888	+7%	+$323K	0.27%	94
2023 Q3	$4.45M	Buy	192,844 +17,559	+10%	+$405K	0.29%	87
2023 Q2	$4.05M	Buy	+175,285	New	+$4.05M	0.24%	100