BFS
IBTF

Bare Financial Services’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Bare Financial Services’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
Q2 		– Sell
-585
Closed -$13.7K – 1254
2025
Q1 		$13.7K Buy
+585
New +$13.7K 0.01% 105

Other funds holding IBTF

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Bare Financial Services's IBTF Position: Q2 2025 in Review

Bare Financial Services sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2025, closing a stake of 585 shares — an estimated $13.7K sold.

Bare Financial Services first reported a position in IBTF in Q1 2025 and held it in 1 quarter. The position peaked at $13.7K in Q1 2025. 307 funds tracked by Wall St. Rank hold IBTF as of Q2 2025.

  • Bare Financial Services reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Bare Financial Services sold 585 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2025, an estimated $13.7K.
  • Bare Financial Services first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Bare Financial Services's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $13.7K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2025.

Based on Bare Financial Services's 13F filing for Q2 2025, filed 13 Aug 2025.