Advance Capital Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Advance Capital Management’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
2025 Q4	–	Sell	-9,435	Closed	-$220K	–	180
2025 Q3	$220K	Buy	9,435 +100	+1%	+$2.33K	0.01%	160
2025 Q2	$218K	Buy	9,335 +99	+1%	+$2.31K	0.01%	155
2025 Q1	$216K	Buy	9,236 +63	+0.7%	+$1.47K	0.01%	150
2024 Q4	$214K	Buy	9,173 +132	+1%	+$3.08K	0.01%	145
2024 Q3	$212K	Buy	9,041 +99	+1%	+$2.31K	0.01%	142
2024 Q2	$208K	Buy	8,942 +96	+1%	+$2.22K	0.01%	144
2024 Q1	$205K	Buy	8,846 +61	+0.7%	+$1.42K	0.01%	145
2023 Q4	$205K	Buy	+8,785	New	+$203K	0.02%	129

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Advance Capital Management's IBTF Position: Q4 2025 in Review

Advance Capital Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 9,435 shares — an estimated $220K sold.

Advance Capital Management first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $220K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Advance Capital Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Advance Capital Management sold 9,435 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $220K.
Advance Capital Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
Advance Capital Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $220K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Advance Capital Management's 13F filing for Q4 2025, filed 6 Jan 2026.