McCarthy & Cox’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

McCarthy & Cox’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	-8,620	Closed	-$201K	–	43
2025 Q3	$201K	Buy	8,620 +26	+0.3%	+$607	0.05%	70
2025 Q2	$201K	Buy	8,594 +26	+0.3%	+$607	0.05%	66
2025 Q1	$200K	Buy	+8,568	New	+$200K	0.09%	61

Other funds holding IBTF

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

McCarthy & Cox's IBTF Position: Q4 2025 in Review

McCarthy & Cox sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 8,620 shares — an estimated $201K sold.

McCarthy & Cox first reported a position in IBTF in Q1 2025 and held it in 3 quarters. The position peaked at $201K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

McCarthy & Cox reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
McCarthy & Cox sold 8,620 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $201K.
McCarthy & Cox first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2025 and held it in 3 quarters.
McCarthy & Cox's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $201K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.