Carmel Capital Partners’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Carmel Capital Partners’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	-14,000	Closed	-$327K	–	129
2025 Q2	$327K	Sell	14,000 -30,500	-69%	-$712K	0.11%	110
2025 Q1	$1.04M	Hold	44,500	–	–	0.41%	58
2024 Q4	$1.04M	Hold	44,500	–	–	0.42%	54
2024 Q3	$1.04M	Hold	44,500	–	–	0.4%	56
2024 Q2	$1.03M	Sell	44,500 -121,521	-73%	-$2.81M	0.44%	50
2024 Q1	$3.86M	Buy	+166,021	New	+$3.86M	1.59%	8

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 $2.39B AUM 17.35% 1-Year Est. Return

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

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 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

Carmel Capital Partners's IBTF Position: Q3 2025 in Review

Carmel Capital Partners sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2025, closing a stake of 14,000 shares — an estimated $327K sold.

Carmel Capital Partners first reported a position in IBTF in Q1 2024 and held it in 6 quarters. The position peaked at $3.86M in Q1 2024. 301 funds tracked by Wall St. Rank hold IBTF as of Q3 2025.

Carmel Capital Partners reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Carmel Capital Partners sold 14,000 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2025, an estimated $327K.
Carmel Capital Partners first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2024 and held it in 6 quarters.
Carmel Capital Partners's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $3.86M in Q1 2024.
301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2025.

Based on Carmel Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.