Cerity Partners
IBTF

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

Cerity 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
-20,488
Closed -$479K – 2951
2025
Q3 		$479K Buy
20,488
+481
+2% +$11.2K ﹤0.01% 2003
2025
Q2 		$467K Sell
20,007
-865
-4% -$20.2K ﹤0.01% 1902
2025
Q1 		$488K Sell
20,872
-10,398
-33% -$243K ﹤0.01% 1770
2024
Q4 		$729K Sell
31,270
-7,062
-18% -$165K ﹤0.01% 1566
2024
Q3 		$898K Buy
38,332
+10,769
+39% +$251K ﹤0.01% 1453
2024
Q2 		$640K Buy
27,563
+2
+0% +$46 ﹤0.01% 1420
2024
Q1 		$640K Buy
27,561
+3,331
+14% +$77.4K ﹤0.01% 1483
2023
Q4 		$564K Buy
24,230
+409
+2% +$9.46K ﹤0.01% 1220
2023
Q3 		$550K Sell
23,821
-1,224
-5% -$28.3K ﹤0.01% 948
2023
Q2 		$579K Buy
25,045
+13,334
+114% +$312K ﹤0.01% 1123
2023
Q1 		$276K Buy
11,711
+2,126
+22% +$49.7K ﹤0.01% 1565
2022
Q4 		$223K Sell
9,585
-3,574
-27% -$83.2K ﹤0.01% 1278
2022
Q3 		$306K Buy
13,159
+1,800
+16% +$42.8K ﹤0.01% 885
2022
Q2 		$272K Buy
+11,359
New +$273K ﹤0.01% 945
2022
Q1 		– Sell
-21,075
Closed -$534K – 1013
2021
Q4 		$534K Buy
+21,075
New +$536K 0.01% 575

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

Cerity Partners's IBTF Position: Q4 2025 in Review

Cerity Partners sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 20,488 shares — an estimated $479K sold.

Cerity Partners first reported a position in IBTF in Q4 2021 and held it in 15 quarters. The position peaked at $898K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Cerity Partners reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Cerity Partners sold 20,488 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $479K.
  • Cerity Partners first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2021 and held it in 15 quarters.
  • Cerity Partners's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $898K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.