Whalen Wealth Management’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 Q1	–	Sell	-18,715	Closed	-$436K	–	149
2024 Q4	$436K	Buy	18,715 +4,746	+34%	+$111K	0.3%	78
2024 Q3	$327K	Sell	13,969 -466	-3%	-$10.9K	0.23%	83
2024 Q2	$335K	Buy	+14,435	New	+$335K	0.27%	72