MFS
IBTF

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

Mattson Financial 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
2025
Q2 		– Sell
-632
Closed -$14.8K – 241
2025
Q1 		$14.8K Buy
632
+42
+7% +$980 ﹤0.01% 237
2024
Q4 		$13.8K Hold
590
– – ﹤0.01% 247
2024
Q3 		$13.7K Hold
590
– – ﹤0.01% 204
2024
Q2 		$13.7K Buy
+590
New +$13.7K ﹤0.01% 204

Other funds holding IBTF

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Mattson Financial Services's IBTF Position: Q2 2025 in Review

Mattson Financial Services sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2025, closing a stake of 632 shares — an estimated $14.8K sold.

Mattson Financial Services first reported a position in IBTF in Q2 2024 and held it in 4 quarters. The position peaked at $14.8K in Q1 2025. 307 funds tracked by Wall St. Rank hold IBTF as of Q2 2025.

  • Mattson Financial Services reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 632 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2025, an estimated $14.8K.
  • Mattson Financial Services first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2024 and held it in 4 quarters.
  • Mattson Financial Services's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $14.8K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.