HFS
IBTF

Hughes Financial Services’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Hughes Financial Services’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
-69,230
Closed -$1.61M – 1310
2025
Q3 		$1.61M Buy
69,230
+19,666
+40% +$459K 0.26% 32
2025
Q2 		$1.16M Buy
49,564
+9,430
+23% +$220K 0.2% 35
2025
Q1 		$935K Buy
40,134
+6,537
+19% +$153K 0.18% 37
2024
Q4 		$783K Buy
+33,597
New +$784K 0.16% 36

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return