Simplicity Wealth’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-25,980
| Closed | -$607K | – | 729 |
|
|
2025
Q3 | $607K | Buy |
25,980
+17,405
| +203% | +$406K | 0.04% | 398 |
|
|
2025
Q2 | $200K | Buy |
+8,575
| New | +$200K | 0.01% | 572 |
|
|
2024
Q4 | – | Sell |
-14,871
| Closed | -$348K | – | 425 |
|
|
2024
Q3 | $348K | Sell |
14,871
-4,261
| -22% | -$99.3K | 0.03% | 367 |
|
|
2024
Q2 | $444K | Buy |
19,132
+1,492
| +8% | +$34.6K | 0.01% | 801 |
|
|
2024
Q1 | $410K | Buy |
17,640
+1,874
| +12% | +$43.6K | 0.01% | 807 |
|
|
2023
Q4 | $367K | Buy |
15,766
+3,972
| +34% | +$91.8K | 0.14% | 125 |
|
|
2023
Q3 | $272K | Buy |
11,794
+239
| +2% | +$5.52K | 0.16% | 72 |
|
|
2023
Q2 | $267K | Buy |
+11,555
| New | +$270K | 0.17% | 67 |
|