W.H. Cornerstone Investments’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 |
-10,839
| Closed | -$252K | – | 128 |
|
|
2024
Q1 | $252K | Sell |
10,839
-3,209
| -23% | -$74.6K | 0.18% | 116 |
|
|
2023
Q4 | $327K | Sell |
14,048
-1,027
| -7% | -$23.9K | 0.26% | 97 |
|
|
2023
Q3 | $348K | Sell |
15,075
-638
| -4% | -$14.7K | 0.31% | 87 |
|
|
2023
Q2 | $363K | Sell |
15,713
-1,185
| -7% | -$27.4K | 0.32% | 79 |
|
|
2023
Q1 | $398K | Sell |
16,898
-259
| -2% | -$6.1K | 0.36% | 75 |
|
|
2022
Q4 | $403K | Sell |
17,157
-277
| -2% | -$6.5K | 0.38% | 73 |
|
|
2022
Q3 | $405K | Buy |
+17,434
| New | +$405K | 0.43% | 71 |
|