Carrera Capital Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Carrera Capital Advisors’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	-22,585	Closed	-$528K	–	178
2025 Q3	$528K	Buy	22,585 +239	+1%	+$5.58K	0.09%	91
2025 Q2	$522K	Buy	22,346 +236	+1%	+$5.51K	0.11%	94
2025 Q1	$517K	Buy	22,110 +153	+0.7%	+$3.57K	0.11%	106
2024 Q4	$512K	Buy	21,957 +314	+1%	+$7.32K	0.12%	96
2024 Q3	$507K	Buy	+21,643	New	+$504K	0.12%	77

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

Carrera Capital Advisors's IBTF Position: Q4 2025 in Review

Carrera Capital Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 22,585 shares — an estimated $528K sold.

Carrera Capital Advisors first reported a position in IBTF in Q3 2024 and held it in 5 quarters. The position peaked at $528K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Carrera Capital Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Carrera Capital Advisors sold 22,585 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $528K.
Carrera Capital Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2024 and held it in 5 quarters.
Carrera Capital Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $528K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Carrera Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.