Prosperity Capital 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-17,396
| Closed | -$405K | – | 321 |
|
2025
Q1 | $405K | Sell |
17,396
-2,840
| -14% | -$66.2K | 0.03% | 256 |
|
2024
Q4 | $472K | Sell |
20,236
-2,492
| -11% | -$58.1K | 0.04% | 230 |
|
2024
Q3 | $532K | Buy |
22,728
+3,410
| +18% | +$79.9K | 0.05% | 213 |
|
2024
Q2 | $449K | Buy |
19,318
+9,040
| +88% | +$210K | 0.05% | 204 |
|
2024
Q1 | $239K | Buy |
+10,278
| New | +$239K | 0.03% | 295 |
|