CAM
IBTF

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 – 705
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

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