Crestmont Private Wealth’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Crestmont Private Wealth’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	-78,434	Closed	-$1.83M	–	99
2025 Q3	$1.83M	Sell	78,434 -647	-0.8%	-$15.1K	0.61%	14
2025 Q2	$1.85M	Buy	79,081 +1,588	+2%	+$37K	0.67%	14
2025 Q1	$1.81M	Buy	77,493 +14,620	+23%	+$341K	0.78%	12
2024 Q4	$1.47M	Buy	62,873 +36,916	+142%	+$861K	0.66%	13
2024 Q3	$608K	Buy	25,957 +7,778	+43%	+$181K	0.27%	27
2024 Q2	$422K	Buy	18,179 +2,589	+17%	+$60K	0.2%	33
2024 Q1	$362K	Buy	+15,590	New	+$362K	0.18%	43

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

Crestmont Private Wealth's IBTF Position: Q4 2025 in Review

Crestmont Private Wealth sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 78,434 shares — an estimated $1.83M sold.

Crestmont Private Wealth first reported a position in IBTF in Q1 2024 and held it in 7 quarters. The position peaked at $1.85M in Q2 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Crestmont Private Wealth reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Crestmont Private Wealth sold 78,434 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.83M.
Crestmont Private Wealth first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2024 and held it in 7 quarters.
Crestmont Private Wealth's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.85M in Q2 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Crestmont Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.