GI
IBTF

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

Gradient 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
-182,445
Closed -$4.26M – 361
2025
Q3 		$4.26M Sell
182,445
-19,442
-10% -$454K 0.07% 166
2025
Q2 		$4.72M Buy
201,887
+4,163
+2% +$97.1K 0.09% 164
2025
Q1 		$4.62M Sell
197,724
-24,948
-11% -$582K 0.09% 156
2024
Q4 		$5.19M Buy
222,672
+12,046
+6% +$281K 0.11% 148
2024
Q3 		$4.93M Sell
210,626
-20,600
-9% -$480K 0.1% 143
2024
Q2 		$5.37M Sell
231,226
-22,917
-9% -$531K 0.12% 143
2024
Q1 		$5.9M Sell
254,143
-7,213
-3% -$168K 0.14% 131
2023
Q4 		$6.08M Buy
261,356
+181,026
+225% +$4.19M 0.15% 131
2023
Q3 		$1.85M Sell
80,330
-10,011
-11% -$231K 0.05% 160
2023
Q2 		$2.09M Sell
90,341
-565,893
-86% -$13.2M 0.05% 155
2023
Q1 		$15.4M Buy
656,234
+335,365
+105% +$7.84M 0.42% 75
2022
Q4 		$7.47M Buy
320,869
+71,185
+29% +$1.66M 0.24% 126
2022
Q3 		$5.81M Sell
249,684
-48,055
-16% -$1.14M 0.18% 130
2022
Q2 		$7.14M Buy
+297,739
New +$7.15M 0.21% 121

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

Gradient Investments's IBTF Position: Q4 2025 in Review

Gradient Investments sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 182,445 shares — an estimated $4.26M sold.

Gradient Investments first reported a position in IBTF in Q2 2022 and held it in 14 quarters. The position peaked at $15.4M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Gradient Investments reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Gradient Investments sold 182,445 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $4.26M.
  • Gradient Investments first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2022 and held it in 14 quarters.
  • Gradient Investments's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $15.4M in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Gradient Investments's 13F filing for Q4 2025, filed 8 Jan 2026.