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Barrett & Company’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Barrett & Company’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
-34,140
Closed -$798K – 674
2025
Q3 		$798K Buy
34,140
+68
+0.2% +$1.59K 0.27% 62
2025
Q2 		$796K Sell
34,072
-7,808
-19% -$182K 0.3% 59
2025
Q1 		$979K Buy
41,880
+3,150
+8% +$73.5K 0.42% 42
2024
Q4 		$903K Buy
38,730
+2,950
+8% +$68.8K 0.38% 47
2024
Q3 		$838K Buy
35,780
+9,177
+34% +$214K 0.36% 50
2024
Q2 		$618K Buy
26,603
+116
+0.4% +$2.69K 0.28% 63
2024
Q1 		$615K Buy
26,487
+5,641
+27% +$131K 0.29% 61
2023
Q4 		$485K Sell
20,846
-27
-0.1% -$624 0.26% 74
2023
Q3 		$482K Buy
20,873
+59
+0.3% +$1.36K 0.28% 67
2023
Q2 		$481K Buy
20,814
+492
+2% +$11.5K 0.28% 72
2023
Q1 		$478K Buy
20,322
+2,635
+15% +$61.6K 0.3% 68
2022
Q4 		$412K Hold
17,687
– – 0.27% 74
2022
Q3 		$412K Buy
+17,687
New +$420K 0.27% 74

Other funds holding IBTF

IFP Advisors
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

Barrett & Company's IBTF Position: Q4 2025 in Review

Barrett & Company sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 34,140 shares — an estimated $798K sold.

Barrett & Company first reported a position in IBTF in Q3 2022 and held it in 13 quarters. The position peaked at $979K in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Barrett & Company reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Barrett & Company sold 34,140 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $798K.
  • Barrett & Company first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2022 and held it in 13 quarters.
  • Barrett & Company's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $979K in Q1 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Barrett & Company's 13F filing for Q4 2025, filed 28 Jan 2026.