BankPlus Trust Department’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

BankPlus Trust Department’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	-865	Closed	-$20.2K	–	463
2025 Q3	$20.2K	Hold	865	–	–	0.01%	318
2025 Q2	$20.2K	Hold	865	–	–	0.01%	306
2025 Q1	$20.2K	Hold	865	–	–	0.01%	305
2024 Q4	$20.2K	Buy	+865	New	+$20.2K	0.01%	296

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

BankPlus Trust Department's IBTF Position: Q4 2025 in Review

BankPlus Trust Department sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 865 shares — an estimated $20.2K sold.

BankPlus Trust Department first reported a position in IBTF in Q4 2024 and held it in 4 quarters. The position peaked at $20.2K in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

BankPlus Trust Department reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
BankPlus Trust Department sold 865 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $20.2K.
BankPlus Trust Department first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
BankPlus Trust Department's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $20.2K in Q1 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on BankPlus Trust Department's 13F filing for Q4 2025, filed 27 Jan 2026.