CFG
IBTF

Cooper Financial Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Cooper Financial Group’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
-21,251
Closed -$497K – 395
2025
Q3 		$497K Sell
21,251
-1,406
-6% -$32.8K 0.06% 237
2025
Q2 		$529K Sell
22,657
-1,335
-6% -$31.1K 0.06% 227
2025
Q1 		$561K Sell
23,992
-13,327
-36% -$311K 0.07% 227
2024
Q4 		$870K Buy
37,319
+2,458
+7% +$57.3K 0.1% 163
2024
Q3 		$816K Sell
34,861
-4,025
-10% -$93.8K 0.11% 168
2024
Q2 		$903K Buy
38,886
+288
+0.7% +$6.67K 0.13% 139
2024
Q1 		$897K Buy
38,598
+20,365
+112% +$473K 0.15% 133
2023
Q4 		$424K Buy
18,233
+9,541
+110% +$221K 0.08% 231
2023
Q3 		$201K Hold
8,692
– – 0.05% 314
2023
Q2 		$201K Buy
+8,692
New +$203K 0.05% 307

Other funds holding IBTF

IA
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

Cooper Financial Group's IBTF Position: Q4 2025 in Review

Cooper Financial Group sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 21,251 shares — an estimated $497K sold.

Cooper Financial Group first reported a position in IBTF in Q2 2023 and held it in 10 quarters. The position peaked at $903K in Q2 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Cooper Financial Group reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Cooper Financial Group sold 21,251 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $497K.
  • Cooper Financial Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2023 and held it in 10 quarters.
  • Cooper Financial Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $903K in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Cooper Financial Group's 13F filing for Q4 2025, filed 8 Jan 2026.