Wealthspire Advisors (New York)’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 | $3.95M | Buy |
169,088
+2,854
| +2% | +$66.7K | 0.02% | 179 |
|
|
2025
Q1 | $3.88M | Buy |
166,234
+1,180
| +0.7% | +$27.6K | 0.02% | 182 |
|
|
2024
Q4 | $3.85M | Buy |
165,054
+997
| +0.6% | +$23.3K | 0.04% | 165 |
|
|
2024
Q3 | $3.84M | Sell |
164,057
-13,954
| -8% | -$327K | 0.04% | 164 |
|
|
2024
Q2 | $4.13M | Buy |
178,011
+18,715
| +12% | +$435K | 0.05% | 128 |
|
|
2024
Q1 | $3.7M | Buy |
159,296
+8,008
| +5% | +$186K | 0.05% | 132 |
|
|
2023
Q4 | $3.52M | Buy |
151,288
+12,886
| +9% | +$300K | 0.05% | 134 |
|
|
2023
Q3 | $3.19M | Buy |
138,402
+34,517
| +33% | +$797K | 0.05% | 131 |
|
|
2023
Q2 | $2.4M | Buy |
103,885
+14,010
| +16% | +$324K | 0.04% | 135 |
|
|
2023
Q1 | $2.11M | Buy |
89,875
+54,494
| +154% | +$1.28M | 0.04% | 145 |
|
|
2022
Q4 | $824K | Buy |
+35,381
| New | +$824K | 0.02% | 295 |
|