Stratos Wealth Advisors’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 |
-24,332
| Closed | -$569K | – | 673 |
|
|
2025
Q3 | $569K | Sell |
24,332
-765,702
| -97% | -$17.9M | 0.03% | 435 |
|
|
2025
Q2 | $18.5M | Sell |
790,034
-1,661,030
| -68% | -$38.8M | 0.97% | 17 |
|
|
2025
Q1 | $57.3M | Sell |
2,451,064
-53,410
| -2% | -$1.25M | 3.13% | 2 |
|
|
2024
Q4 | $58.4M | Buy |
2,504,474
+1,216,657
| +94% | +$28.4M | 2.79% | 3 |
|
|
2024
Q3 | $30.2M | Buy |
1,287,817
+81,808
| +7% | +$1.91M | 1.38% | 8 |
|
|
2024
Q2 | $28M | Buy |
1,206,009
+1,197,333
| +13,801% | +$27.7M | 1.38% | 7 |
|
|
2024
Q1 | $202K | Sell |
8,676
-619
| -7% | -$14.4K | 0.01% | 634 |
|
|
2023
Q4 | $216K | Hold |
9,295
| – | – | 0.01% | 629 |
|
|
2023
Q3 | $215K | Buy |
+9,295
| New | +$215K | 0.01% | 610 |
|