AFG
IBTF

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

Atomi Financial Group’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
-97,157
Closed -$2.27M – 1245
2025
Q3 		$2.27M Sell
97,157
-9,537
-9% -$223K 0.07% 184
2025
Q2 		$2.49M Buy
106,694
+30,906
+41% +$721K 0.09% 157
2025
Q1 		$1.77M Buy
75,788
+4,454
+6% +$104K 0.08% 191
2024
Q4 		$1.66M Buy
+71,334
New +$1.66M 0.08% 172

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

Atomi Financial Group's IBTF Position: Q4 2025 in Review

Atomi Financial Group sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 97,157 shares — an estimated $2.27M sold.

Atomi Financial Group first reported a position in IBTF in Q4 2024 and held it in 4 quarters. The position peaked at $2.49M in Q2 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Atomi Financial Group reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Atomi Financial Group sold 97,157 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $2.27M.
  • Atomi Financial Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
  • Atomi Financial Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $2.49M in Q2 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.