Envestnet Asset Management
IBTF

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

Envestnet 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
-818,559
Closed -$19.1M – 4559
2025
Q3 		$19.1M Buy
818,559
+159,110
+24% +$3.71M 0.01% 1309
2025
Q2 		$15.4M Sell
659,449
-111,898
-15% -$2.61M ﹤0.01% 1425
2025
Q1 		$18M Buy
771,347
+225,046
+41% +$5.25M 0.01% 1276
2024
Q4 		$12.7M Sell
546,301
-174,270
-24% -$4.06M ﹤0.01% 1483
2024
Q3 		$16.9M Buy
720,571
+168,630
+31% +$3.93M 0.01% 1287
2024
Q2 		$12.8M Buy
551,941
+100,413
+22% +$2.33M ﹤0.01% 1398
2024
Q1 		$10.5M Sell
451,528
-7,342
-2% -$171K ﹤0.01% 1503
2023
Q4 		$10.7M Sell
458,870
-2,916
-0.6% -$67.4K ﹤0.01% 1404
2023
Q3 		$10.7M Buy
461,786
+26,360
+6% +$609K ﹤0.01% 1328
2023
Q2 		$10.1M Buy
435,426
+42,713
+11% +$999K ﹤0.01% 1298
2023
Q1 		$9.24M Sell
392,713
-13,488
-3% -$315K ﹤0.01% 1282
2022
Q4 		$9.46M Sell
406,201
-4,516
-1% -$105K ﹤0.01% 1230
2022
Q3 		$9.56M Buy
+410,717
New +$9.76M 0.01% 1153

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

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

Envestnet Asset Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 818,559 shares — an estimated $19.1M sold.

Envestnet Asset Management first reported a position in IBTF in Q3 2022 and held it in 13 quarters. The position peaked at $19.1M in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Envestnet Asset Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 818,559 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $19.1M.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2022 and held it in 13 quarters.
  • Envestnet Asset Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $19.1M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.