Stratos Wealth Partners’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 |
-82,499
| Closed | -$1.93M | – | 1625 |
|
|
2025
Q3 | $1.93M | Buy |
82,499
+9,103
| +12% | +$212K | 0.02% | 541 |
|
|
2025
Q2 | $1.71M | Sell |
73,396
-9,671
| -12% | -$226K | 0.02% | 540 |
|
|
2025
Q1 | $1.94M | Sell |
83,067
-780
| -0.9% | -$18.2K | 0.03% | 457 |
|
|
2024
Q4 | $1.96M | Sell |
83,847
-998
| -1% | -$23.3K | 0.03% | 484 |
|
|
2024
Q3 | $1.99M | Buy |
84,845
+2,122
| +3% | +$49.4K | 0.03% | 467 |
|
|
2024
Q2 | $1.92M | Sell |
82,723
-4,411
| -5% | -$102K | 0.03% | 447 |
|
|
2024
Q1 | $2.02M | Buy |
87,134
+3,456
| +4% | +$80.3K | 0.03% | 436 |
|
|
2023
Q4 | $1.95M | Buy |
83,678
+33,943
| +68% | +$785K | 0.04% | 421 |
|
|
2023
Q3 | $1.15M | Buy |
+49,735
| New | +$1.15M | 0.02% | 525 |
|