Steele Capital Management’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 |
-21,310
| Closed | -$498K | – | 84 |
|
|
2025
Q3 | $498K | Hold |
21,310
| – | – | 0.02% | 76 |
|
|
2025
Q2 | $498K | Hold |
21,310
| – | – | 0.02% | 74 |
|
|
2025
Q1 | $498K | Hold |
21,310
| – | – | 0.03% | 72 |
|
|
2024
Q4 | $497K | Sell |
21,310
-1,286
| -6% | -$30K | 0.03% | 72 |
|
|
2024
Q3 | $529K | Hold |
22,596
| – | – | 0.03% | 69 |
|
|
2024
Q2 | $525K | Hold |
22,596
| – | – | 0.03% | 99 |
|
|
2024
Q1 | $525K | Sell |
22,596
-9,712
| -30% | -$226K | 0.03% | 95 |
|
|
2023
Q4 | $752K | Buy |
+32,308
| New | +$747K | 0.05% | 73 |
|