LCM
IBTF

Lunt Capital Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Lunt Capital Management’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
-177,447
Closed -$4.15M – 101
2025
Q3 		$4.15M Sell
177,447
-7,978
-4% -$186K 1.59% 20
2025
Q2 		$4.33M Buy
185,425
+3,469
+2% +$80.9K 1.66% 17
2025
Q1 		$4.25M Sell
181,956
-38,765
-18% -$905K 1.55% 18
2024
Q4 		$5.15M Buy
220,721
+16,521
+8% +$385K 2% 13
2024
Q3 		$4.78M Sell
204,200
-3,925
-2% -$91.4K 2.24% 12
2024
Q2 		$4.83M Buy
208,125
+8,499
+4% +$197K 2.38% 11
2024
Q1 		$4.64M Buy
199,626
+8,573
+4% +$199K 2.3% 12
2023
Q4 		$4.45M Buy
191,053
+39,327
+26% +$909K 2.3% 11
2023
Q3 		$3.5M Buy
+151,726
New +$3.5M 1.85% 12

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

Lunt Capital Management's IBTF Position: Q4 2025 in Review

Lunt Capital Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 177,447 shares — an estimated $4.15M sold.

Lunt Capital Management first reported a position in IBTF in Q3 2023 and held it in 9 quarters. The position peaked at $5.15M in Q4 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Lunt Capital Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Lunt Capital Management sold 177,447 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $4.15M.
  • Lunt Capital Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 9 quarters.
  • Lunt Capital Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $5.15M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Lunt Capital Management's 13F filing for Q4 2025, filed 23 Jan 2026.