Adroit Compliance’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Adroit Compliance’s Portfolio IBTF Stock Details IBTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$950K	Buy	+40,789	New	+$943K	0.2%	36

Other funds holding IBTF

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Adroit Compliance's IBTF Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2023: 40,789 shares worth $950K. The stake represents 0.2% of the portfolio and ranks #36 among its holdings.

224 funds tracked by Wall St. Rank hold IBTF as of Q4 2023.

Adroit Compliance held 40,789 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $950K as of Q4 2023.
iShares iBonds Dec 2025 Term Treasury ETF was a new Adroit Compliance position in Q4 2023.
iShares iBonds Dec 2025 Term Treasury ETF made up 0.2% of Adroit Compliance's portfolio in Q4 2023, its #36 holding.
224 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.