BCS Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

BCS Wealth Management’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	-26,315	Closed	-$615K	–	272
2025 Q1	$615K	Hold	26,315	–	–	0.16%	122
2024 Q4	$614K	Hold	26,315	–	–	0.15%	127
2024 Q3	$616K	Hold	26,315	–	–	0.26%	80
2024 Q2	$611K	Hold	26,315	–	–	0.3%	72
2024 Q1	$611K	Buy	26,315 +13,181	+100%	+$306K	0.2%	112
2023 Q4	$306K	Buy	+13,134	New	+$304K	0.11%	164

Other funds holding IBTF

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

BCS Wealth Management's IBTF Position: Q2 2025 in Review

BCS Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2025, closing a stake of 26,315 shares — an estimated $615K sold.

BCS Wealth Management first reported a position in IBTF in Q4 2023 and held it in 6 quarters. The position peaked at $616K in Q3 2024. 307 funds tracked by Wall St. Rank hold IBTF as of Q2 2025.

BCS Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
BCS Wealth Management sold 26,315 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2025, an estimated $615K.
BCS Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 6 quarters.
BCS Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $616K in Q3 2024.
307 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2025.

Based on BCS Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.