Montag & Associates’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
Q3
$1.13M Sell
2025
Q2
$1.31M Sell
2025
Q1
$1.56M Buy
2024
Q4
$1.53M Buy
2024
Q3
$1.44M Hold
2024
Q2
$1.43M Hold
2024
Q1
$1.43M Hold
2023
Q4
$1.43M Buy
2023
Q3
$1.35M Hold
2023
Q2
$1.35M Hold
2023
Q1
$1.37M Buy
2022
Q4
$1.29M Buy