Royal Harbor Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-146,616
| Closed | -$3.41M | – | 54 |
|
|
2024
Q1 | $3.41M | Buy |
146,616
+976
| +0.7% | +$22.7K | 1.48% | 20 |
|
|
2023
Q4 | $3.39M | Sell |
145,640
-2,444
| -2% | -$56.9K | 1.58% | 14 |
|
|
2023
Q3 | $3.42M | Sell |
148,084
-4,992
| -3% | -$115K | 1.78% | 16 |
|
|
2023
Q2 | $3.54M | Buy |
153,076
+20,655
| +16% | +$478K | 1.74% | 20 |
|
|
2023
Q1 | $3.12M | Buy |
132,421
+26,056
| +24% | +$613K | 1.67% | 19 |
|
|
2022
Q4 | $2.48M | Buy |
106,365
+10,860
| +11% | +$253K | 1.53% | 17 |
|
|
2022
Q3 | $2.22M | Buy |
+95,505
| New | +$2.22M | 1.52% | 19 |
|