PGA
IBTF

Portland Global Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Portland Global Advisors’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-106,377
Closed -$2.49M – 154
2025
Q3 		$2.49M Buy
106,377
+741
+0.7% +$17.3K 0.28% 51
2025
Q2 		$2.47M Buy
105,636
+6,273
+6% +$146K 0.29% 51
2025
Q1 		$2.32M Buy
99,363
+9,582
+11% +$224K 0.29% 52
2024
Q4 		$2.09M Buy
89,781
+12,411
+16% +$289K 0.26% 54
2024
Q3 		$1.81M Buy
77,370
+12,379
+19% +$288K 0.23% 57
2024
Q2 		$1.51M Buy
64,991
+14,940
+30% +$346K 0.2% 61
2024
Q1 		$1.16M Buy
+50,051
New +$1.16M 0.16% 68

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return