WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.41M | Buy |
103,636
+87,525
| +543% | +$2.04M | 0.16% | 106 |
|
|
2023
Q3 | $372K | Sell |
16,111
-250
| -2% | -$5.77K | 0.03% | 372 |
|
|
2023
Q2 | $378K | Sell |
16,361
-2,450
| -13% | -$56.7K | 0.02% | 368 |
|
|
2023
Q1 | $443K | Hold |
18,811
| – | – | 0.03% | 331 |
|
|
2022
Q4 | $438K | Sell |
18,811
-1,475
| -7% | -$34.3K | 0.03% | 327 |
|
|
2022
Q3 | $472K | Buy |
+20,286
| New | +$472K | 0.03% | 311 |
|