GAM
IBTF

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

Gould 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
-87,102
Closed -$2.04M – 173
2025
Q3 		$2.04M Sell
87,102
-4,710
-5% -$110K 0.38% 38
2025
Q2 		$2.14M Buy
91,812
+3,700
+4% +$86.3K 0.42% 30
2025
Q1 		$2.06M Buy
88,112
+4,365
+5% +$102K 0.42% 30
2024
Q4 		$1.95M Buy
83,747
+4,345
+5% +$101K 0.41% 34
2024
Q3 		$1.86M Buy
79,402
+95
+0.1% +$2.21K 0.4% 35
2024
Q2 		$1.84M Buy
79,307
+34,352
+76% +$796K 0.42% 35
2024
Q1 		$1.04M Buy
44,955
+13,185
+42% +$307K 0.25% 48
2023
Q4 		$740K Buy
31,770
+17,505
+123% +$405K 0.19% 63
2023
Q3 		$329K Sell
14,265
-805
-5% -$18.6K 0.09% 110
2023
Q2 		$349K Buy
15,070
+690
+5% +$16.1K 0.1% 109
2023
Q1 		$338K Sell
14,380
-5,655
-28% -$132K 0.1% 102
2022
Q4 		$466K Buy
+20,035
New +$466K 0.14% 91

Other funds holding IBTF

IA
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

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

Gould Asset Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 87,102 shares — an estimated $2.04M sold.

Gould Asset Management first reported a position in IBTF in Q4 2022 and held it in 12 quarters. The position peaked at $2.14M in Q2 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Gould Asset Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Gould Asset Management sold 87,102 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $2.04M.
  • Gould Asset Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 12 quarters.
  • Gould Asset Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $2.14M in Q2 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Gould Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.