HA
IBTF

Hamel Associates’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Hamel Associates’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
-10,415
Closed -$243K – 82
2025
Q3 		$243K Buy
10,415
+417
+4% +$9.73K 0.07% 76
2025
Q2 		$234K Buy
+9,998
New +$233K 0.08% 78

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

Hamel Associates's IBTF Position: Q4 2025 in Review

Hamel Associates sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 10,415 shares — an estimated $243K sold.

Hamel Associates first reported a position in IBTF in Q2 2025 and held it in 2 quarters. The position peaked at $243K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Hamel Associates reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Hamel Associates sold 10,415 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $243K.
  • Hamel Associates first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Hamel Associates's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $243K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Hamel Associates's 13F filing for Q4 2025, filed 11 Feb 2026.