HLOC
IBTF

H.L. Ormond & Company’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

H.L. Ormond & Company’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
2022
Q2 		– Sell
-25,178
Closed -$611K – 92
2022
Q1 		$611K Sell
25,178
-101
-0.4% -$2.51K 0.74% 63
2021
Q4 		$629K Buy
+25,279
New +$643K 0.74% 60

Other funds holding IBTF

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SPF
Steven Patrick Farmer $6.42B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

H.L. Ormond & Company's IBTF Position: Q2 2022 in Review

H.L. Ormond & Company sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2022, closing a stake of 25,178 shares — an estimated $611K sold.

H.L. Ormond & Company first reported a position in IBTF in Q4 2021 and held it in 2 quarters. The position peaked at $629K in Q4 2021. 37 funds tracked by Wall St. Rank hold IBTF as of Q2 2022.

  • H.L. Ormond & Company reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • H.L. Ormond & Company sold 25,178 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2022, an estimated $611K.
  • H.L. Ormond & Company first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2021 and held it in 2 quarters.
  • H.L. Ormond & Company's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $629K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2022.

Based on H.L. Ormond & Company's 13F filing for Q2 2022, filed 12 Aug 2022.