Cornerstone Planning’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Cornerstone Planning’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
2024 Q4	$17.3M	Buy	+740,480	New	+$17.3M	6.6%	3

Other funds holding IBTF

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Planning's IBTF Position: Q4 2024 in Review

Cornerstone Planning opened a new position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2024: 740,480 shares worth $17.3M. The stake represents 6.6% of the portfolio and ranks #3 among its holdings.

301 funds tracked by Wall St. Rank hold IBTF as of Q4 2024.

Cornerstone Planning held 740,480 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $17.3M as of Q4 2024.
iShares iBonds Dec 2025 Term Treasury ETF was a new Cornerstone Planning position in Q4 2024.
iShares iBonds Dec 2025 Term Treasury ETF made up 6.6% of Cornerstone Planning's portfolio in Q4 2024, its #3 holding.
301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2024.

Based on Cornerstone Planning's 13F filing for Q4 2024, filed 1 Apr 2025.