Costello Asset Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Costello Asset Management’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	-8,132	Closed	-$190K	–	704
2025 Q3	$190K	Sell	8,132 -8,792	-52%	-$205K	0.06%	110
2025 Q2	$395K	Buy	16,924 +3,872	+30%	+$90.3K	0.15%	73
2025 Q1	$305K	Sell	13,052 -261	-2%	-$6.09K	0.12%	80
2024 Q4	$310K	Buy	13,313 +7,103	+114%	+$166K	0.21%	56
2024 Q3	$145K	Buy	+6,210	New	+$145K	0.1%	68

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

Costello Asset Management's IBTF Position: Q4 2025 in Review

Costello Asset Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 8,132 shares — an estimated $190K sold.

Costello Asset Management first reported a position in IBTF in Q3 2024 and held it in 5 quarters. The position peaked at $395K in Q2 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Costello Asset Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Costello Asset Management sold 8,132 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $190K.
Costello Asset Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2024 and held it in 5 quarters.
Costello Asset Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $395K in Q2 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Costello Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.