CSIA
IBTF

Conrad Siegel Investment Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Conrad Siegel Investment 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
-20,631
Closed -$482K – 61
2025
Q3 		$482K Buy
20,631
+203
+1% +$4.74K 0.1% 38
2025
Q2 		$477K Sell
20,428
-9,154
-31% -$214K 0.11% 38
2025
Q1 		$691K Buy
29,582
+85
+0.3% +$1.98K 0.18% 33
2024
Q4 		$688K Sell
29,497
-2,618
-8% -$61.1K 0.19% 31
2024
Q3 		$752K Buy
32,115
+9,863
+44% +$230K 0.2% 29
2024
Q2 		$517K Buy
22,252
+432
+2% +$10K 0.15% 33
2024
Q1 		$507K Buy
+21,820
New +$507K 0.15% 31
2023
Q2 		– Sell
-14,667
Closed -$345K – 27
2023
Q1 		$345K Buy
14,667
+93
+0.6% +$2.17K 0.31% 20
2022
Q4 		$339K Buy
+14,574
New +$339K 0.34% 22

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

Conrad Siegel Investment Advisors's IBTF Position: Q4 2025 in Review

Conrad Siegel Investment Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 20,631 shares — an estimated $482K sold.

Conrad Siegel Investment Advisors first reported a position in IBTF in Q4 2022 and held it in 9 quarters. The position peaked at $752K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Conrad Siegel Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Conrad Siegel Investment Advisors sold 20,631 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $482K.
  • Conrad Siegel Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 9 quarters.
  • Conrad Siegel Investment Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $752K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Conrad Siegel Investment Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.