SWM
Scissortail Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
517,095
+9,028
| +2% | +$211K | 2.9% | 6 |
|
|
2025
Q1 | $11.9M | Buy |
508,067
+42,452
| +9% | +$992K | 3.05% | 6 |
|
|
2024
Q4 | $10.9M | Buy |
465,615
+465,105
| +91,197% | +$10.8M | 2.78% | 7 |
|
|
2024
Q3 | $10.7M | Sell |
510
-415,887
| -100% | -$8.75B | 2.59% | 8 |
|
|
2024
Q2 | $9.67M | Buy |
416,397
+6,422
| +2% | +$149K | 2.46% | 10 |
|
|
2024
Q1 | $9.52M | Buy |
409,975
+6,200
| +2% | +$144K | 2.52% | 6 |
|
|
2023
Q4 | $9.42M | Buy |
403,775
+40,899
| +11% | +$955K | 2.99% | 5 |
|
|
2023
Q3 | $8.37M | Buy |
362,876
+329,214
| +978% | +$7.59M | 6.59% | 4 |
|
|
2023
Q2 | $780K | Buy |
33,662
+2,327
| +7% | +$53.9K | 0.64% | 29 |
|
|
2023
Q1 | $737K | Buy |
+31,335
| New | +$737K | 0.66% | 31 |
|