Wealth Advisory Solutions’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-41,191
| Closed | -$962K | – | 145 |
|
|
2025
Q3 | $962K | Buy |
41,191
+1,411
| +4% | +$32.9K | 0.23% | 74 |
|
|
2025
Q2 | $929K | Sell |
39,780
-495
| -1% | -$11.5K | 0.24% | 73 |
|
|
2025
Q1 | $941K | Buy |
40,275
+2,322
| +6% | +$54.2K | 0.25% | 71 |
|
|
2024
Q4 | $885K | Buy |
37,953
+1,276
| +3% | +$29.8K | 0.25% | 64 |
|
|
2024
Q3 | $859K | Buy |
36,677
+492
| +1% | +$11.5K | 0.24% | 65 |
|
|
2024
Q2 | $840K | Buy |
36,185
+1,260
| +4% | +$29.2K | 0.23% | 66 |
|
|
2024
Q1 | $811K | Buy |
+34,925
| New | +$812K | 0.21% | 68 |
|
|
2023
Q4 | – | Sell |
-35,660
| Closed | -$823K | – | 92 |
|
|
2023
Q3 | $823K | Buy |
+35,660
| New | +$823K | 0.16% | 79 |
|