IBTF ISHARES IBONDS

Ownership history in IFG Advisory, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in ISHARES IBONDS (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.

Peak position
0.23% (2024 Q4)
Avg. % of fund
0.14%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 93,466 -4,135 -4.2% 0.10% $2.2M $23.13
2025 Q2 REDUCED 97,601 -7,657 -7.3% 0.11% $2.3M $22.88
2025 Q1 REDUCED 105,258 -69,026 -39.6% 0.14% $2.5M $22.65
2024 Q4 ADDED 174,284 +77,759 +80.6% 0.23% $4.1M $22.44
2024 Q3 ADDED 96,525 +6,412 +7.1% 0.14% $2.3M $22.22
2024 Q2 ADDED 90,113 +6,293 +7.5% 0.13% $2.1M $21.79
2024 Q1 ADDED 83,820 +10,122 +13.7% 0.15% $1.9M $21.56
2023 Q4 ADDED 73,698 +8,163 +12.5% 0.13% $1.7M $21.46
2023 Q3 ADDED 65,535 +740 +1.1% 0.13% $1.5M $20.97
2023 Q2 ADDED 64,795 +649 +1.0% 0.13% $1.5M $20.81
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBTF price (monthly, adj. close)
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