Independent Financial Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Independent Financial Group’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	-15,337	Closed	-$358K	–	1442
2025 Q3	$358K	Buy	15,337 +71	+0.5%	+$1.66K	0.01%	999
2025 Q2	$357K	Buy	15,266 +1,368	+10%	+$31.9K	0.01%	939
2025 Q1	$325K	Sell	13,898 -1,225	-8%	-$28.6K	0.01%	896
2024 Q4	$353K	Sell	15,123 -300	-2%	-$7K	0.01%	837
2024 Q3	$361K	Hold	15,423	–	–	0.01%	796
2024 Q2	$358K	Buy	15,423 +2,735	+22%	+$63.4K	0.01%	751
2024 Q1	$295K	Buy	+12,688	New	+$295K	0.01%	793

Other funds holding IBTF

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

Independent Financial Group's IBTF Position: Q4 2025 in Review

Independent Financial Group sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 15,337 shares — an estimated $358K sold.

Independent Financial Group first reported a position in IBTF in Q1 2024 and held it in 7 quarters. The position peaked at $361K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Independent Financial Group reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Independent Financial Group sold 15,337 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $358K.
Independent Financial Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2024 and held it in 7 quarters.
Independent Financial Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $361K in Q3 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.