MCM
IBTF

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

MAI 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
-286,499
Closed -$6.69M – 4412
2025
Q3 		$6.69M Buy
286,499
+5,591
+2% +$130K 0.04% 315
2025
Q2 		$6.56M Sell
280,908
-685
-0.2% -$16K 0.05% 296
2025
Q1 		$6.58M Sell
281,593
-22,041
-7% -$514K 0.05% 283
2024
Q4 		$7.08M Buy
+303,634
New +$7.08M 0.05% 279

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return