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 $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Hughes Financial Services's IBTF Position: Q4 2025 in Review

Hughes Financial Services sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 69,230 shares — an estimated $1.61M sold.

Hughes Financial Services first reported a position in IBTF in Q4 2024 and held it in 4 quarters. The position peaked at $1.61M in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Hughes Financial Services reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Hughes Financial Services sold 69,230 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.61M.
  • Hughes Financial Services first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
  • Hughes Financial Services's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.61M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Hughes Financial Services's 13F filing for Q4 2025, filed 11 Feb 2026.