AF
IBTF

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

Allworth 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
-82,048
Closed -$1.92M – 5151
2025
Q3 		$1.92M Sell
82,048
-9,437
-10% -$220K 0.01% 511
2025
Q2 		$2.14M Sell
91,485
-8,361
-8% -$195K 0.01% 466
2025
Q1 		$2.33M Sell
99,846
-3,914
-4% -$91.3K 0.01% 370
2024
Q4 		$2.42M Buy
103,760
+2,197
+2% +$51.2K 0.01% 366
2024
Q3 		$2.38M Sell
101,563
-9,068
-8% -$211K 0.01% 311
2024
Q2 		$2.57M Sell
110,631
-11,836
-10% -$274K 0.02% 290
2024
Q1 		$2.84M Sell
122,467
-42,114
-26% -$979K 0.02% 256
2023
Q4 		$3.83M Buy
164,581
+141,405
+610% +$3.27M 0.03% 218
2023
Q3 		$535K Buy
23,176
+8,676
+60% +$200K ﹤0.01% 473
2023
Q2 		$335K Hold
14,500
– – ﹤0.01% 580
2023
Q1 		$341K Buy
14,500
+9,700
+202% +$227K ﹤0.01% 546
2022
Q4 		$112K Hold
4,800
– – ﹤0.01% 788
2022
Q3 		$112K Buy
+4,800
New +$114K ﹤0.01% 734

Other funds holding IBTF

IA
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

Allworth Financial's IBTF Position: Q4 2025 in Review

Allworth Financial sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 82,048 shares — an estimated $1.92M sold.

Allworth Financial first reported a position in IBTF in Q3 2022 and held it in 13 quarters. The position peaked at $3.83M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Allworth Financial reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 82,048 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.92M.
  • Allworth Financial first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2022 and held it in 13 quarters.
  • Allworth Financial's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $3.83M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.