DF
IBTF

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

DecisionPoint Financial’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
2023
Q4 		– Sell
-420
Closed -$9.69K – 231
2023
Q3 		$9.69K Buy
+420
New +$9.7K 0.01% 127

Other funds holding IBTF

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DecisionPoint Financial's IBTF Position: Q4 2023 in Review

DecisionPoint Financial sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2023, closing a stake of 420 shares — an estimated $9.69K sold.

DecisionPoint Financial first reported a position in IBTF in Q3 2023 and held it in 1 quarter. The position peaked at $9.69K in Q3 2023. 224 funds tracked by Wall St. Rank hold IBTF as of Q4 2023.

  • DecisionPoint Financial reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • DecisionPoint Financial sold 420 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2023, an estimated $9.69K.
  • DecisionPoint Financial first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • DecisionPoint Financial's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $9.69K in Q3 2023.
  • 224 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2023.

Based on DecisionPoint Financial's 13F filing for Q4 2023, filed 31 Jan 2024.