Level Four Advisory Services’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Level Four Advisory Services’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
2024 Q2	–	Sell	-215,282	Closed	-$5.01M	–	808
2024 Q1	$5.01M	Buy	215,282 +8,550	+4%	+$199K	0.28%	87
2023 Q4	$4.81M	Buy	206,732 +13,888	+7%	+$321K	0.27%	94
2023 Q3	$4.45M	Buy	192,844 +17,559	+10%	+$405K	0.29%	87
2023 Q2	$4.05M	Buy	+175,285	New	+$4.1M	0.24%	100

Other funds holding IBTF

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Level Four Advisory Services's IBTF Position: Q2 2024 in Review

Level Four Advisory Services sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2024, closing a stake of 215,282 shares — an estimated $5.01M sold.

Level Four Advisory Services first reported a position in IBTF in Q2 2023 and held it in 4 quarters. The position peaked at $5.01M in Q1 2024. 247 funds tracked by Wall St. Rank hold IBTF as of Q2 2024.

Level Four Advisory Services reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 215,282 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2024, an estimated $5.01M.
Level Four Advisory Services first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2023 and held it in 4 quarters.
Level Four Advisory Services's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $5.01M in Q1 2024.
247 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.