Sigma Planning Corp’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
$244K Sell
10,450
-8,644
-45% -$202K 0.01% 1073
2025
Q1
$446K Sell
19,094
-39,565
-67% -$925K 0.01% 782
2024
Q4
$1.37M Buy
58,659
+4,476
+8% +$104K 0.04% 386
2024
Q3
$1.27M Sell
54,183
-354
-0.6% -$8.29K 0.04% 418
2024
Q2
$1.27M Sell
54,537
-45,681
-46% -$1.06M 0.04% 411
2024
Q1
$2.33M Buy
100,218
+41,823
+72% +$972K 0.07% 269
2023
Q4
$1.36M Sell
58,395
-44,884
-43% -$1.04M 0.11% 206
2023
Q3
$2.38M Buy
103,279
+15,727
+18% +$363K 0.09% 238
2023
Q2
$2.03M Buy
87,552
+35,962
+70% +$832K 0.07% 282
2023
Q1
$1.21M Buy
+51,590
New +$1.21M 0.04% 431