Steward Partners Investment Advisory’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
Q3
$719K Sell
2025
Q2
$1.19M Sell
2025
Q1
$9.03M Sell
2024
Q4
$9.13M Sell
2024
Q3
$9.32M Sell
2024
Q2
$10M Buy
2024
Q1
$9.43M Buy
2023
Q4
$8.65M Buy
2023
Q3
$185K Hold
2023
Q2
$185K Hold
2023
Q1
$188K Hold
2022
Q4
$186K Hold
2022
Q3
$186K Hold
2022
Q2
$192K Buy