Shelton Wealth Management’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
Q1 | – | Sell |
-278,713
| Closed | -$6.5M | – | 125 |
|
|
2024
Q4 | $6.5M | Buy |
278,713
+66,148
| +31% | +$1.54M | 3.36% | 4 |
|
|
2024
Q3 | $4.98M | Buy |
212,565
+34,120
| +19% | +$799K | 2.7% | 11 |
|
|
2024
Q2 | $4.14M | Buy |
178,445
+55,220
| +45% | +$1.28M | 2.35% | 9 |
|
|
2024
Q1 | $2.86M | Buy |
123,225
+40,298
| +49% | +$936K | 1.8% | 13 |
|
|
2023
Q4 | $1.93M | Buy |
+82,927
| New | +$1.93M | 1.37% | 21 |
|