Ownership history in REBALANCE, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which REBALANCE, LLC reported a position in ISHARES IBONDS DEC 2025 TERM TREASURY ETF (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 | ADDED | 198,822 | +37,238 | +23.0% | 0.28% | $4.6M | $23.13 |
| 2025 Q2 | ADDED | 161,584 | +93,307 | +136.7% | 0.26% | $3.8M | $22.88 |
| 2025 Q1 | INITIATED | 68,277 | — | — | 0.12% | $1.6M | $22.65 |
As of 2025 Q4 — sorted by position size