KF
IBTF

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

Krilogy Financial’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
-864,560
Closed -$20.1M – 953
2025
Q3 		$20.1M Buy
864,560
+165,426
+24% +$3.86M 0.76% 30
2025
Q2 		$16.3M Buy
699,134
+18,908
+3% +$441K 0.94% 29
2025
Q1 		$15.9M Buy
680,226
+56,068
+9% +$1.31M 1.03% 27
2024
Q4 		$14.6M Buy
624,158
+138,560
+29% +$3.23M 0.97% 28
2024
Q3 		$11.4M Buy
485,598
+27,555
+6% +$642K 0.78% 33
2024
Q2 		$10.6M Buy
458,043
+6,037
+1% +$140K 0.78% 31
2024
Q1 		$10.5M Buy
452,006
+104,131
+30% +$2.42M 0.81% 30
2023
Q4 		$8.1M Buy
347,875
+95,354
+38% +$2.2M 0.69% 37
2023
Q3 		$5.83M Buy
252,521
+13,935
+6% +$322K 0.53% 43
2023
Q2 		$5.52M Buy
238,586
+24,297
+11% +$568K 0.5% 48
2023
Q1 		$5.04M Buy
214,289
+24,252
+13% +$567K 0.42% 52
2022
Q4 		$4.42M Buy
+190,037
New +$4.42M 0.42% 46

Other funds holding IBTF

IA
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

Krilogy Financial's IBTF Position: Q4 2025 in Review

Krilogy Financial sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 864,560 shares — an estimated $20.1M sold.

Krilogy Financial first reported a position in IBTF in Q4 2022 and held it in 12 quarters. The position peaked at $20.1M in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Krilogy Financial reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Krilogy Financial sold 864,560 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $20.1M.
  • Krilogy Financial first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 12 quarters.
  • Krilogy Financial's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $20.1M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Krilogy Financial's 13F filing for Q4 2025, filed 27 Jan 2026.