Brinker Capital Investments’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Brinker Capital Investments’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 Q3	–	Sell	-79,962	Closed	-$1.87M	–	2083
2025 Q2	$1.87M	Sell	79,962 -7,805	-9%	-$182K	0.02%	817
2025 Q1	$2.05M	Sell	87,767 -16,616	-16%	-$388K	0.02%	692
2024 Q4	$2.43M	Buy	+104,383	New	+$2.43M	0.02%	595

Other funds holding IBTF

HPC

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Brinker Capital Investments's IBTF Position: Q3 2025 in Review

Brinker Capital Investments sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2025, closing a stake of 79,962 shares — an estimated $1.87M sold.

Brinker Capital Investments first reported a position in IBTF in Q4 2024 and held it in 3 quarters. The position peaked at $2.43M in Q4 2024. 301 funds tracked by Wall St. Rank hold IBTF as of Q3 2025.

Brinker Capital Investments reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Brinker Capital Investments sold 79,962 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2025, an estimated $1.87M.
Brinker Capital Investments first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 3 quarters.
Brinker Capital Investments's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $2.43M in Q4 2024.
301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2025.

Based on Brinker Capital Investments's 13F filing for Q3 2025, filed 12 Nov 2025.