Blue Trust Inc’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Blue Trust Inc’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	-91	Closed	-$2.13K	–	2628
2025 Q3	$2.13K	Hold	91	–	–	﹤0.01%	2143
2025 Q2	$2.12K	Buy	91 +1	+1%	+$23	﹤0.01%	2128
2025 Q1	$2.1K	Hold	90	–	–	﹤0.01%	2216
2024 Q4	$2.09K	Buy	90 +41	+84%	+$956	﹤0.01%	2204
2024 Q3	$1.15K	Buy	+49	New	+$1.14K	﹤0.01%	2682

Other funds holding IBTF

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

Blue Trust Inc's IBTF Position: Q4 2025 in Review

Blue Trust Inc sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 91 shares — an estimated $2.13K sold.

Blue Trust Inc first reported a position in IBTF in Q3 2024 and held it in 5 quarters. The position peaked at $2.13K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Blue Trust Inc reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Blue Trust Inc sold 91 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $2.13K.
Blue Trust Inc first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2024 and held it in 5 quarters.
Blue Trust Inc's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $2.13K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.