Advisornet Financial’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Advisornet Financial’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	-650	Closed	-$15.2K	–	2299
2025 Q3	$15.2K	Buy	650 +7	+1%	+$163	﹤0.01%	1395
2025 Q2	$15K	Buy	643 +7	+1%	+$163	﹤0.01%	1360
2025 Q1	$14.9K	Buy	636 +4	+0.6%	+$93	﹤0.01%	1297
2024 Q4	$14.7K	Buy	632 +9	+1%	+$210	﹤0.01%	1218
2024 Q3	$14.6K	Buy	623 +7	+1%	+$163	﹤0.01%	1314
2024 Q2	$14.3K	Buy	616 +7	+1%	+$162	﹤0.01%	1202
2024 Q1	$14.2K	Buy	609 +4	+0.7%	+$93	﹤0.01%	1187
2023 Q4	$14.1K	Buy	+605	New	+$14K	﹤0.01%	1212

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

Advisornet Financial's IBTF Position: Q4 2025 in Review

Advisornet Financial sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 650 shares — an estimated $15.2K sold.

Advisornet Financial first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $15.2K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Advisornet Financial reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Advisornet Financial sold 650 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $15.2K.
Advisornet Financial first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
Advisornet Financial's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $15.2K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.