Ownership history in American Trust · 5 quarters on record
This page tracks every 13F SEC filing in which American Trust reported a position in ISHARES TR IBONDS 25 TRM TS (IBTF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 11,328 | — | 0% | 0.02% | $265K | $23.13 |
| 2025 Q2 | UNCHANGED | 11,328 | — | 0% | 0.02% | $265K | $22.88 |
| 2025 Q1 | ADDED | 11,328 | +571 | +5.3% | 0.07% | $265K | $22.65 |
| 2024 Q4 | UNCHANGED | 10,757 | — | 0% | 0.02% | $251K | $22.44 |
| 2024 Q3 | INITIATED | 10,757 | — | — | 0.02% | $252K | $22.22 |
As of 2025 Q4 — sorted by position size