Steward Partners Investment Advisory’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 | $1.19M | Sell |
51,153
-335,366
| -87% | -$7.83M | 0.01% | 917 |
|
|
2025
Q1 | $9.03M | Sell |
386,519
-5,052
| -1% | -$118K | 0.08% | 252 |
|
|
2024
Q4 | $9.13M | Sell |
391,571
-6,203
| -2% | -$145K | 0.08% | 236 |
|
|
2024
Q3 | $9.32M | Sell |
397,774
-33,776
| -8% | -$791K | 0.09% | 231 |
|
|
2024
Q2 | $10M | Buy |
431,550
+25,636
| +6% | +$595K | 0.11% | 192 |
|
|
2024
Q1 | $9.43M | Buy |
405,914
+34,236
| +9% | +$795K | 0.1% | 206 |
|
|
2023
Q4 | $8.65M | Buy |
371,678
+363,667
| +4,540% | +$8.47M | 0.12% | 183 |
|
|
2023
Q3 | $185K | Hold |
8,011
| – | – | ﹤0.01% | 1320 |
|
|
2023
Q2 | $185K | Hold |
8,011
| – | – | ﹤0.01% | 1320 |
|
|
2023
Q1 | $188K | Hold |
8,011
| – | – | ﹤0.01% | 1319 |
|
|
2022
Q4 | $186K | Hold |
8,011
| – | – | ﹤0.01% | 1270 |
|
|
2022
Q3 | $186K | Hold |
8,011
| – | – | ﹤0.01% | 1231 |
|
|
2022
Q2 | $192K | Buy |
+8,011
| New | +$192K | ﹤0.01% | 1222 |
|