Kestra Investment Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Kestra Investment 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
2025 Q4	–	Sell	-14,893	Closed	-$348K	–	450
2025 Q3	$348K	Sell	14,893 -29,609	-67%	-$691K	0.01%	335
2025 Q2	$1.04M	Buy	44,502 +14,891	+50%	+$347K	0.02%	278
2025 Q1	$692K	Buy	29,611 +22,803	+335%	+$532K	0.02%	217
2024 Q4	$159K	Buy	+6,808	New	+$159K	0.01%	386

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

Kestra Investment Management's IBTF Position: Q4 2025 in Review

Kestra Investment Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 14,893 shares — an estimated $348K sold.

Kestra Investment Management first reported a position in IBTF in Q4 2024 and held it in 4 quarters. The position peaked at $1.04M in Q2 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Kestra Investment Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Kestra Investment Management sold 14,893 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $348K.
Kestra Investment Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
Kestra Investment Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.04M in Q2 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Kestra Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.