Autumn Glory Partners’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Autumn Glory Partners’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	-9,100	Closed	-$213K	–	211
2025 Q3	$213K	Buy	9,100 +343	+4%	+$8K	0.09%	185
2025 Q2	$205K	Sell	8,757 -266	-3%	-$6.21K	0.1%	180
2025 Q1	$211K	Hold	9,023	–	–	0.1%	168
2024 Q4	$210K	Buy	9,023 +129	+1%	+$3.01K	0.1%	165
2024 Q3	$208K	Hold	8,894	–	–	0.08%	195
2024 Q2	$207K	Buy	8,894 +260	+3%	+$6.02K	0.11%	165
2024 Q1	$201K	Hold	8,634	–	–	0.1%	166
2023 Q4	$201K	Buy	+8,634	New	+$200K	0.11%	158

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

Autumn Glory Partners's IBTF Position: Q4 2025 in Review

Autumn Glory Partners sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 9,100 shares — an estimated $213K sold.

Autumn Glory Partners first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $213K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Autumn Glory Partners reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Autumn Glory Partners sold 9,100 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $213K.
Autumn Glory Partners first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
Autumn Glory Partners's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $213K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Autumn Glory Partners's 13F filing for Q4 2025, filed 27 Jan 2026.