TWM
Trinity Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Buy |
237,937
+18,394
| +8% | +$430K | 2.21% | 12 |
|
|
2025
Q1 | $5.13M | Buy |
219,543
+700
| +0.3% | +$16.4K | 2.34% | 13 |
|
|
2024
Q4 | $5.1M | Buy |
218,843
+191,757
| +708% | +$4.47M | 2.31% | 13 |
|
|
2024
Q3 | $634K | Buy |
27,086
+3,156
| +13% | +$73.9K | 0.29% | 36 |
|
|
2024
Q2 | $556K | Buy |
23,930
+152
| +0.6% | +$3.53K | 0.28% | 34 |
|
|
2024
Q1 | $552K | Buy |
23,778
+11,649
| +96% | +$271K | 0.29% | 32 |
|
|
2023
Q4 | $282K | Buy |
12,129
+76
| +0.6% | +$1.77K | 0.17% | 36 |
|
|
2023
Q3 | $278K | Buy |
12,053
+1,003
| +9% | +$23.1K | 0.17% | 37 |
|
|
2023
Q2 | $256K | Buy |
+11,050
| New | +$256K | 0.16% | 37 |
|