Cary Street Partners’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Cary Street 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 Q4	–	Sell	-17,219	Closed	-$402K	–	992
2025 Q3	$402K	Sell	17,219 -431	-2%	-$10.1K	0.01%	621
2025 Q2	$412K	Hold	17,650	–	–	0.01%	602
2025 Q1	$412K	Hold	17,650	–	–	0.01%	581
2024 Q4	$412K	Buy	+17,650	New	+$412K	0.01%	542

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

Cary Street Partners's IBTF Position: Q4 2025 in Review

Cary Street Partners sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 17,219 shares — an estimated $402K sold.

Cary Street Partners first reported a position in IBTF in Q4 2024 and held it in 4 quarters. The position peaked at $412K in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Cary Street Partners reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Cary Street Partners sold 17,219 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $402K.
Cary Street Partners first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
Cary Street Partners's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $412K in Q1 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Cary Street Partners's 13F filing for Q4 2025, filed 9 Feb 2026.