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

Aptus Capital Advisors’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	-191	Closed	-$4.46K	–	1703
2025 Q3	$4.46K	Buy	191 +1	+0.5%	+$23	﹤0.01%	1488
2025 Q2	$4.44K	Buy	190 +2	+1%	+$47	﹤0.01%	1433
2025 Q1	$4.4K	Sell	188 -365	-66%	-$8.52K	﹤0.01%	1343
2024 Q4	$12.9K	Buy	553 +419	+313%	+$9.77K	﹤0.01%	1256
2024 Q3	$3.14K	Hold	134	–	–	﹤0.01%	1166
2024 Q2	$3.11K	Hold	134	–	–	﹤0.01%	1093
2024 Q1	$3.11K	Buy	+134	New	+$3.12K	﹤0.01%	1112

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

Aptus Capital Advisors's IBTF Position: Q4 2025 in Review

Aptus Capital Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 191 shares — an estimated $4.46K sold.

Aptus Capital Advisors first reported a position in IBTF in Q1 2024 and held it in 7 quarters. The position peaked at $12.9K in Q4 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Aptus Capital Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Aptus Capital Advisors sold 191 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $4.46K.
Aptus Capital Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2024 and held it in 7 quarters.
Aptus Capital Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $12.9K in Q4 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

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