EIA
IBTF

Eldridge Investment Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Eldridge Investment Advisors’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
-201,969
Closed -$4.7M – 158
2025
Q3 		$4.7M Sell
201,969
-93,574
-32% -$2.18M 1.07% 25
2025
Q2 		$6.88M Sell
295,543
-17,938
-6% -$419K 1.44% 22
2025
Q1 		$7.33M Sell
313,481
-22,357
-7% -$522K 1.69% 18
2024
Q4 		$7.83M Buy
335,838
+32,538
+11% +$759K 1.82% 15
2024
Q3 		$7.08M Buy
303,300
+107,229
+55% +$2.5M 1.66% 16
2024
Q2 		$4.55M Buy
196,071
+136,289
+228% +$3.16M 1.15% 25
2024
Q1 		$1.39M Buy
59,782
+2,667
+5% +$62K 0.36% 64
2023
Q4 		$1.33M Buy
57,115
+48,117
+535% +$1.11M 0.35% 64
2023
Q3 		$207K Buy
+8,998
New +$208K 0.07% 136
2022
Q2 		– Sell
-26,000
Closed -$631K – 131
2022
Q1 		$631K Buy
+26,000
New +$645K 0.21% 64

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

Eldridge Investment Advisors's IBTF Position: Q4 2025 in Review

Eldridge Investment Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 201,969 shares — an estimated $4.7M sold.

Eldridge Investment Advisors first reported a position in IBTF in Q1 2022 and held it in 10 quarters. The position peaked at $7.83M in Q4 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Eldridge Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Eldridge Investment Advisors sold 201,969 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $4.7M.
  • Eldridge Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2022 and held it in 10 quarters.
  • Eldridge Investment Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $7.83M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Eldridge Investment Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.