Waverly Advisors’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	–	Sell	-8,622	Closed	-$201K	–	1200
2025 Q1	$201K	Sell	8,622 -48	-0.6%	-$1.12K	﹤0.01%	1050
2024 Q4	$202K	Buy	8,670 +8	+0.1%	+$187	﹤0.01%	929
2024 Q3	$203K	Sell	8,662 -194	-2%	-$4.54K	﹤0.01%	775
2024 Q2	$206K	Buy	+8,856	New	+$206K	﹤0.01%	761