KCM
IBTF

Karp Capital Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Karp Capital Management’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
2021
Q3 		– Sell
-31,785
Closed -$816K – 173
2021
Q2 		$816K Buy
+31,785
New +$818K 0.12% 107

Other funds holding IBTF

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Karp Capital Management's IBTF Position: Q3 2021 in Review

Karp Capital Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2021, closing a stake of 31,785 shares — an estimated $816K sold.

Karp Capital Management first reported a position in IBTF in Q2 2021 and held it in 1 quarter. The position peaked at $816K in Q2 2021. 14 funds tracked by Wall St. Rank hold IBTF as of Q3 2021.

  • Karp Capital Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2021 after selling out during the quarter.
  • Karp Capital Management sold 31,785 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2021, an estimated $816K.
  • Karp Capital Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2021 and held it in 1 quarter.
  • Karp Capital Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $816K in Q2 2021.
  • 14 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2021.

Based on Karp Capital Management's 13F filing for Q3 2021, filed 26 Oct 2021.