BPA
IBTF

Beacon Pointe Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Beacon Pointe Advisors’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
-22,884
Closed -$535K – 1533
2025
Q3 		$535K Sell
22,884
-231
-1% -$5.39K ﹤0.01% 988
2025
Q2 		$540K Sell
23,115
-1,283
-5% -$29.9K 0.01% 866
2025
Q1 		$570K Sell
24,398
-1,102
-4% -$25.7K 0.01% 817
2024
Q4 		$595K Buy
25,500
+2,297
+10% +$53.6K 0.01% 786
2024
Q3 		$543K Buy
23,203
+3,704
+19% +$86.3K 0.01% 819
2024
Q2 		$453K Sell
19,499
-2,328
-11% -$53.9K 0.01% 906
2024
Q1 		$507K Buy
21,827
+7,922
+57% +$184K 0.01% 910
2023
Q4 		$324K Buy
13,905
+4,119
+42% +$95.2K ﹤0.01% 1057
2023
Q3 		$226K Buy
+9,786
New +$226K ﹤0.01% 1182

Other funds holding IBTF

IA
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

Beacon Pointe Advisors's IBTF Position: Q4 2025 in Review

Beacon Pointe Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 22,884 shares — an estimated $535K sold.

Beacon Pointe Advisors first reported a position in IBTF in Q3 2023 and held it in 9 quarters. The position peaked at $595K in Q4 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Beacon Pointe Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 22,884 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $535K.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 9 quarters.
  • Beacon Pointe Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $595K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Beacon Pointe Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.