Phillips Financial Management’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 |
-74,079
| Closed | -$1.73M | – | 318 |
|
|
2025
Q3 | $1.73M | Buy |
74,079
+19,436
| +36% | +$453K | 0.11% | 88 |
|
|
2025
Q2 | $1.28M | Sell |
54,643
-6,580
| -11% | -$154K | 0.09% | 95 |
|
|
2025
Q1 | $1.43M | Buy |
61,223
+501
| +0.8% | +$11.7K | 0.11% | 92 |
|
|
2024
Q4 | $1.42M | Buy |
60,722
+807
| +1% | +$18.8K | 0.11% | 92 |
|
|
2024
Q3 | $1.4M | Buy |
59,915
+995
| +2% | +$23.2K | 0.11% | 96 |
|
|
2024
Q2 | $1.37M | Sell |
58,920
-13,447
| -19% | -$311K | 0.11% | 94 |
|
|
2024
Q1 | $1.68M | Buy |
72,367
+5,240
| +8% | +$122K | 0.14% | 88 |
|
|
2023
Q4 | $1.56M | Buy |
67,127
+15,186
| +29% | +$351K | 0.14% | 88 |
|
|
2023
Q3 | $1.2M | Buy |
51,941
+2,030
| +4% | +$46.9K | 0.11% | 90 |
|
|
2023
Q2 | $1.15M | Buy |
49,911
+3,551
| +8% | +$83K | 0.11% | 93 |
|
|
2023
Q1 | $1.09M | Buy |
46,360
+43,547
| +1,548% | +$1.02M | 0.11% | 93 |
|
|
2022
Q4 | $65.5K | Buy |
+2,813
| New | +$65.5K | 0.01% | 170 |
|