CA
IBTF

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

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