AR
IBTF

Advisory Research’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Advisory Research’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
2024
Q4 		– Sell
-56,110
Closed -$1.31M – 157
2024
Q3 		$1.31M Buy
+56,110
New +$1.31M 0.23% 97

Other funds holding IBTF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Research's IBTF Position: Q4 2024 in Review

Advisory Research sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2024, closing a stake of 56,110 shares — an estimated $1.31M sold.

Advisory Research first reported a position in IBTF in Q3 2024 and held it in 1 quarter. The position peaked at $1.31M in Q3 2024. 301 funds tracked by Wall St. Rank hold IBTF as of Q4 2024.

  • Advisory Research reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Advisory Research sold 56,110 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2024, an estimated $1.31M.
  • Advisory Research first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Advisory Research's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.31M in Q3 2024.
  • 301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2024.

Based on Advisory Research's 13F filing for Q4 2024, filed 13 Feb 2025.