Treasure Coast Financial Planning’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
2024
Q2
Sell
-12,001
Closed -$279K 34
2024
Q1
$279K Sell
12,001
-13,492
-53% -$313K 0.18% 29
2023
Q4
$593K Hold
25,493
0.41% 25
2023
Q3
$588K Hold
25,493
0.41% 25
2023
Q2
$590K Hold
25,493
0.4% 26
2023
Q1
$600K Buy
+25,493
New +$600K 0.42% 27