Summit Wealth Partners’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 | $990K | Sell |
42,401
-3,289
| -7% | -$76.8K | 0.19% | 80 |
|
|
2025
Q1 | $1.07M | Sell |
45,690
-30,975
| -40% | -$724K | 0.22% | 78 |
|
|
2024
Q4 | $1.79M | Sell |
76,665
-1,894
| -2% | -$44.2K | 0.37% | 57 |
|
|
2024
Q3 | $1.84M | Buy |
78,559
+3,922
| +5% | +$91.9K | 0.35% | 59 |
|
|
2024
Q2 | $1.73M | Buy |
74,637
+10,447
| +16% | +$243K | 0.36% | 55 |
|
|
2024
Q1 | $1.49M | Buy |
64,190
+6
| +0% | +$139 | 0.32% | 59 |
|
|
2023
Q4 | $1.49M | Buy |
64,184
+7,536
| +13% | +$175K | 0.35% | 54 |
|
|
2023
Q3 | $1.31M | Buy |
56,648
+10,302
| +22% | +$238K | 0.33% | 53 |
|
|
2023
Q2 | $1.07M | Buy |
46,346
+7,491
| +19% | +$173K | 0.27% | 58 |
|
|
2023
Q1 | $914K | Buy |
38,855
+9,812
| +34% | +$231K | 0.23% | 69 |
|
|
2022
Q4 | $676K | Buy |
+29,043
| New | +$676K | 0.18% | 82 |
|