CPO
IBTF

Cerity Partners OCIO’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Cerity Partners OCIO’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
2022
Q4 		$337K Buy
14,482
+3,770
+35% +$87.8K 0.01% 359
2022
Q3 		$249K Buy
10,712
+1,940
+22% +$46.1K 0.01% 383
2022
Q2 		$210K Buy
+8,772
New +$211K 0.01% 394

Other funds holding IBTF

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cerity Partners OCIO's IBTF Position: Q4 2022 in Review

Cerity Partners OCIO increased its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) stake by 35% in Q4 2022, buying an estimated $87.8K and bringing the position to 14,482 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #359.

Cerity Partners OCIO first reported a position in IBTF in Q2 2022 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold IBTF as of Q4 2022.

  • Cerity Partners OCIO held 14,482 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $337K as of Q4 2022.
  • Cerity Partners OCIO bought 3,770 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2022, an estimated $87.8K.
  • iShares iBonds Dec 2025 Term Treasury ETF made up 0.01% of Cerity Partners OCIO's portfolio in Q4 2022, its #359 holding.
  • Cerity Partners OCIO first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2022 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.