LVW Advisors’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
Q4 | – | Sell |
-12,075
| Closed | -$279K | – | 260 |
|
|
2023
Q3 | $279K | Hold |
12,075
| – | – | 0.06% | 176 |
|
|
2023
Q2 | $279K | Hold |
12,075
| – | – | 0.05% | 171 |
|
|
2023
Q1 | $284K | Buy |
12,075
+275
| +2% | +$6.47K | 0.06% | 191 |
|
|
2022
Q4 | $275K | Hold |
11,800
| – | – | 0.06% | 191 |
|
|
2022
Q3 | $275K | Hold |
11,800
| – | – | 0.06% | 183 |
|
|
2022
Q2 | $283K | Buy |
+11,800
| New | +$283K | 0.06% | 187 |
|