Benjamin Edwards Inc’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-27,234
| Closed | -$636K | – | 1343 |
|
|
2025
Q3 | $636K | Buy |
27,234
+2,210
| +9% | +$51.6K | 0.01% | 857 |
|
|
2025
Q2 | $585K | Buy |
25,024
+4,195
| +20% | +$97.9K | 0.01% | 804 |
|
|
2025
Q1 | $487K | Buy |
20,829
+1,522
| +8% | +$35.5K | 0.01% | 790 |
|
|
2024
Q4 | $450K | Sell |
19,307
-88,463
| -82% | -$2.06M | 0.01% | 853 |
|
|
2024
Q3 | $2.52M | Buy |
107,770
+99,235
| +1,163% | +$2.31M | 0.04% | 389 |
|
|
2024
Q2 | $198K | Buy |
8,535
+6,643
| +351% | +$154K | 0.04% | 343 |
|
|
2024
Q1 | $44K | Buy |
1,892
+842
| +80% | +$19.6K | 0.01% | 496 |
|
|
2023
Q4 | $24K | Sell |
1,050
-381
| -27% | -$8.81K | 0.01% | 532 |
|
|
2023
Q3 | $33K | Buy |
1,431
+45
| +3% | +$1.04K | 0.01% | 492 |
|
|
2023
Q2 | $32K | Sell |
1,386
-10
| -0.7% | -$234 | 0.01% | 500 |
|
|
2023
Q1 | $33K | Buy |
1,396
+12
| +0.9% | +$280 | 0.01% | 496 |
|
|
2022
Q4 | $32K | Sell |
1,384
-2,135
| -61% | -$49.7K | 0.01% | 451 |
|
|
2022
Q3 | $82K | Buy |
3,519
+199
| +6% | +$4.73K | 0.02% | 367 |
|
|
2022
Q2 | $80K | Sell |
3,320
-6,349
| -66% | -$152K | 0.02% | 370 |
|
|
2022
Q1 | $235K | Buy |
9,669
+6,273
| +185% | +$156K | 0.07% | 260 |
|
|
2021
Q4 | $86K | Buy |
3,396
+1,340
| +65% | +$34.1K | 0.03% | 364 |
|
|
2021
Q3 | $53K | Buy |
+2,056
| New | +$52.9K | 0.03% | 294 |
|
|
2021
Q2 | – | Sell |
-6,109
| Closed | -$157K | – | 424 |
|
|
2021
Q1 | $157K | Buy |
+6,109
| New | +$158K | 0.12% | 168 |
|
Other funds holding IBTF
Benjamin Edwards Inc's IBTF Position: Q4 2025 in Review
Benjamin Edwards Inc sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 27,234 shares — an estimated $636K sold.
Benjamin Edwards Inc first reported a position in IBTF in Q1 2021 and held it in 18 quarters. The position peaked at $2.52M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.
- Benjamin Edwards Inc reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
- Benjamin Edwards Inc sold 27,234 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $636K.
- Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2021 and held it in 18 quarters.
- Benjamin Edwards Inc's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $2.52M in Q3 2024.
- 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.
Based on Benjamin Edwards Inc's 13F filing for Q4 2025, filed 2 Feb 2026.