BIM
IBTF

Breakwater Investment Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Breakwater Investment 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
Q4 		– Sell
-387
Closed -$9.04K – 556
2025
Q3 		$9.04K Hold
387
– – ﹤0.01% 230
2025
Q2 		$9.04K Hold
387
– – ﹤0.01% 230
2025
Q1 		$9.04K Buy
+387
New +$9.03K ﹤0.01% 229

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return