HIA
IBTF

Harbor Investment Advisory’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Harbor Investment Advisory’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
-2,500
Closed -$58.4K – 1255
2025
Q3 		$58.4K Hold
2,500
– – ﹤0.01% 607
2025
Q2 		$58.4K Hold
2,500
– – 0.01% 595
2025
Q1 		$58.4K Hold
2,500
– – 0.01% 572
2024
Q4 		$58.3K Hold
2,500
– – 0.01% 565
2024
Q3 		$58.5K Hold
2,500
– – 0.01% 567
2024
Q2 		$58K Hold
2,500
– – 0.01% 559
2024
Q1 		$58.1K Hold
2,500
– – 0.01% 557
2023
Q4 		$58.2K Hold
2,500
– – 0.01% 540
2023
Q3 		$57.7K Hold
2,500
– – 0.01% 521
2023
Q2 		$57.8K Hold
2,500
– – 0.01% 671
2023
Q1 		$58.8K Hold
2,500
– – 0.01% 665
2022
Q4 		$58.2K Hold
2,500
– – 0.01% 657
2022
Q3 		$58K Hold
2,500
– – 0.01% 641
2022
Q2 		$60K Buy
+2,500
New +$60K 0.01% 648

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

Harbor Investment Advisory's IBTF Position: Q4 2025 in Review

Harbor Investment Advisory sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 2,500 shares — an estimated $58.4K sold.

Harbor Investment Advisory first reported a position in IBTF in Q2 2022 and held it in 14 quarters. The position peaked at $60K in Q2 2022. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Harbor Investment Advisory reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Harbor Investment Advisory sold 2,500 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $58.4K.
  • Harbor Investment Advisory first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2022 and held it in 14 quarters.
  • Harbor Investment Advisory's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $60K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Harbor Investment Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.