Essex Savings Bank’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Essex Savings Bank’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	-16,841	Closed	-$393K	–	320
2025 Q3	$393K	Hold	16,841	–	–	0.09%	187
2025 Q2	$393K	Buy	+16,841	New	+$393K	0.09%	180

Other funds holding IBTF

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

Essex Savings Bank's IBTF Position: Q4 2025 in Review

Essex Savings Bank sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 16,841 shares — an estimated $393K sold.

Essex Savings Bank first reported a position in IBTF in Q2 2025 and held it in 2 quarters. The position peaked at $393K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Essex Savings Bank reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Essex Savings Bank sold 16,841 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $393K.
Essex Savings Bank first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2025 and held it in 2 quarters.
Essex Savings Bank's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $393K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Essex Savings Bank's 13F filing for Q4 2025, filed 2 Feb 2026.