Key Bridge Compliance’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Key Bridge Compliance’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
2023 Q3	$823K	Buy	+35,660	New	+$823K	0.26%	66

Other funds holding IBTF

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Key Bridge Compliance's IBTF Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2023: 35,660 shares worth $823K. The stake represents 0.26% of the portfolio and ranks #66 among its holdings.

178 funds tracked by Wall St. Rank hold IBTF as of Q3 2023.

Key Bridge Compliance held 35,660 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $823K as of Q3 2023.
iShares iBonds Dec 2025 Term Treasury ETF was a new Key Bridge Compliance position in Q3 2023.
iShares iBonds Dec 2025 Term Treasury ETF made up 0.26% of Key Bridge Compliance's portfolio in Q3 2023, its #66 holding.
178 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.