Clearstead Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Clearstead Advisors’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	-164	Closed	-$3.83K	–	2985
2025 Q3	$3.83K	Buy	+164	New	+$3.83K	﹤0.01%	2258

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

Clearstead Advisors's IBTF Position: Q4 2025 in Review

Clearstead Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 164 shares — an estimated $3.83K sold.

Clearstead Advisors first reported a position in IBTF in Q3 2025 and held it in 1 quarter. The position peaked at $3.83K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Clearstead Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 164 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $3.83K.
Clearstead Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
Clearstead Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $3.83K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.