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

AlphaCore Capital’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	-3,447	Closed	-$80.5K	–	1433
2025 Q3	$80.5K	Buy	3,447 +1	+0%	+$23	﹤0.01%	828
2025 Q2	$80.5K	Hold	3,446	–	–	﹤0.01%	743
2025 Q1	$80.5K	Buy	+3,446	New	+$80.4K	0.01%	546
2024 Q1	–	Sell	-3,400	Closed	-$79.2K	–	242
2023 Q4	$79.2K	Hold	3,400	–	–	0.01%	263
2023 Q3	$78.5K	Buy	+3,400	New	+$78.5K	0.01%	254

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

AlphaCore Capital's IBTF Position: Q4 2025 in Review

AlphaCore Capital sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 3,447 shares — an estimated $80.5K sold.

AlphaCore Capital first reported a position in IBTF in Q3 2023 and held it in 5 quarters. The position peaked at $80.5K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

AlphaCore Capital reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
AlphaCore Capital sold 3,447 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $80.5K.
AlphaCore Capital first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 5 quarters.
AlphaCore Capital's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $80.5K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

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