Knollwood Investment Advisory’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Knollwood Investment Advisory’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	-42,900	Closed	-$1M	–	334
2025 Q3	$1M	Hold	42,900	–	–	0.09%	191
2025 Q2	$1M	Hold	42,900	–	–	0.1%	195
2025 Q1	$1M	Hold	42,900	–	–	0.11%	184
2024 Q4	$1M	Hold	42,900	–	–	0.1%	190
2024 Q3	$1M	Hold	42,900	–	–	0.11%	192
2024 Q2	$996K	Hold	42,900	–	–	0.11%	189
2024 Q1	$997K	Hold	42,900	–	–	0.18%	101
2023 Q4	$999K	Hold	42,900	–	–	0.21%	96
2023 Q3	$990K	Hold	42,900	–	–	0.46%	59
2023 Q2	$992K	Hold	42,900	–	–	0.33%	78
2023 Q1	$1.01M	Hold	42,900	–	–	0.2%	79
2022 Q4	$999K	Buy	+42,900	New	+$999K	0.39%	65

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

Knollwood Investment Advisory's IBTF Position: Q4 2025 in Review

Knollwood Investment Advisory sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 42,900 shares — an estimated $1M sold.

Knollwood Investment Advisory first reported a position in IBTF in Q4 2022 and held it in 12 quarters. The position peaked at $1.01M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Knollwood Investment Advisory reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Knollwood Investment Advisory sold 42,900 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1M.
Knollwood Investment Advisory first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 12 quarters.
Knollwood Investment Advisory's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.01M in Q1 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Knollwood Investment Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.