Cascade Investment Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Cascade Investment Group’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	-28,647	Closed	-$669K	–	149
2025 Q3	$669K	Buy	28,647 +5,101	+22%	+$119K	0.44%	52
2025 Q2	$550K	Buy	+23,546	New	+$549K	0.38%	58

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

Cascade Investment Group's IBTF Position: Q4 2025 in Review

Cascade Investment Group sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 28,647 shares — an estimated $669K sold.

Cascade Investment Group first reported a position in IBTF in Q2 2025 and held it in 2 quarters. The position peaked at $669K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Cascade Investment Group reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Cascade Investment Group sold 28,647 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $669K.
Cascade Investment Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2025 and held it in 2 quarters.
Cascade Investment Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $669K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Cascade Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.