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

GHP 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
2024 Q3	–	Sell	-3,273	Closed	-$76K	–	1024
2024 Q2	$76K	Hold	3,273	–	–	﹤0.01%	460
2024 Q1	$76K	Hold	3,273	–	–	﹤0.01%	459
2023 Q4	$76.2K	Hold	3,273	–	–	﹤0.01%	448
2023 Q3	$75.4K	Hold	3,273	–	–	﹤0.01%	452
2023 Q2	$75.6K	Buy	3,273 +213	+7%	+$4.98K	﹤0.01%	451
2023 Q1	$72K	Buy	+3,060	New	+$71.5K	﹤0.01%	458

Other funds holding IBTF

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GHP Investment Advisors's IBTF Position: Q3 2024 in Review

GHP Investment Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2024, closing a stake of 3,273 shares — an estimated $76K sold.

GHP Investment Advisors first reported a position in IBTF in Q1 2023 and held it in 6 quarters. The position peaked at $76.2K in Q4 2023. 271 funds tracked by Wall St. Rank hold IBTF as of Q3 2024.

GHP Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
GHP Investment Advisors sold 3,273 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2024, an estimated $76K.
GHP Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and held it in 6 quarters.
GHP Investment Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $76.2K in Q4 2023.
271 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2024.

Based on GHP Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.