GLOBALT Investments’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

GLOBALT Investments’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	-162,900	Closed	-$3.81M	–	210
2025 Q3	$3.81M	Sell	162,900 -13,225	-8%	-$309K	0.14%	97
2025 Q2	$4.11M	Sell	176,125 -25,525	-13%	-$596K	0.16%	88
2025 Q1	$4.71M	Sell	201,650 -20,650	-9%	-$482K	0.19%	78
2024 Q4	$5.18M	Sell	222,300 -2,284,664	-91%	-$53.3M	0.2%	68
2024 Q3	$58.7M	Sell	2,506,964 -142,671	-5%	-$3.32M	2.2%	10
2024 Q2	$61.5M	Buy	2,649,635 +11,512	+0.4%	+$267K	2.46%	9
2024 Q1	$61.3M	Sell	2,638,123 -81,821	-3%	-$1.9M	2.44%	9
2023 Q4	$63.3M	Buy	+2,719,944	New	+$62.9M	2.63%	9

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

GLOBALT Investments's IBTF Position: Q4 2025 in Review

GLOBALT Investments sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 162,900 shares — an estimated $3.81M sold.

GLOBALT Investments first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $63.3M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

GLOBALT Investments reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
GLOBALT Investments sold 162,900 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $3.81M.
GLOBALT Investments first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
GLOBALT Investments's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $63.3M in Q4 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on GLOBALT Investments's 13F filing for Q4 2025, filed 6 Feb 2026.