CSP
IBTF

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

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