LPL Financial
IBTF

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

LPL 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
-2,982,206
Closed -$69.7M – 5962
2025
Q3 		$69.7M Buy
2,982,206
+427,988
+17% +$9.99M 0.02% 688
2025
Q2 		$59.7M Sell
2,554,218
-453,883
-15% -$10.6M 0.02% 680
2025
Q1 		$70.3M Buy
3,008,101
+678,517
+29% +$15.8M 0.03% 551
2024
Q4 		$54.3M Buy
2,329,584
+454,855
+24% +$10.6M 0.02% 620
2024
Q3 		$43.9M Buy
1,874,729
+247,746
+15% +$5.77M 0.02% 676
2024
Q2 		$37.8M Buy
1,626,983
+177,647
+12% +$4.11M 0.02% 674
2024
Q1 		$33.7M Buy
1,449,336
+238,040
+20% +$5.53M 0.02% 703
2023
Q4 		$28.2M Buy
1,211,296
+606,536
+100% +$14M 0.02% 733
2023
Q3 		$14M Buy
604,760
+251,865
+71% +$5.81M 0.01% 971
2023
Q2 		$8.16M Buy
352,895
+110,731
+46% +$2.59M 0.01% 1251
2023
Q1 		$5.7M Buy
242,164
+97,997
+68% +$2.29M ﹤0.01% 1422
2022
Q4 		$3.36M Buy
144,167
+105,576
+274% +$2.46M ﹤0.01% 1695
2022
Q3 		$898K Buy
38,591
+27,979
+264% +$665K ﹤0.01% 2635
2022
Q2 		$254K Buy
+10,612
New +$255K ﹤0.01% 3763

Other funds holding IBTF

IA
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

LPL Financial's IBTF Position: Q4 2025 in Review

LPL Financial sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 2,982,206 shares — an estimated $69.7M sold.

LPL Financial first reported a position in IBTF in Q2 2022 and held it in 14 quarters. The position peaked at $70.3M in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • LPL Financial reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 2,982,206 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $69.7M.
  • LPL Financial first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2022 and held it in 14 quarters.
  • LPL Financial's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $70.3M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.