McGuire Investment Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

McGuire Investment Group’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	-325,541	Closed	-$7.61M	–	116
2025 Q1	$7.61M	Buy	325,541 +28,248	+10%	+$659K	1.13%	36
2024 Q4	$6.93M	Buy	297,293 +1,580	+0.5%	+$36.9K	1%	36
2024 Q3	$6.93M	Buy	295,713 +19,425	+7%	+$453K	0.98%	35
2024 Q2	$6.42M	Buy	276,288 +20,429	+8%	+$473K	0.92%	35
2024 Q1	$5.94M	Buy	+255,859	New	+$5.95M	0.87%	36

Other funds holding IBTF

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

McGuire Investment Group's IBTF Position: Q2 2025 in Review

McGuire Investment Group sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2025, closing a stake of 325,541 shares — an estimated $7.61M sold.

McGuire Investment Group first reported a position in IBTF in Q1 2024 and held it in 5 quarters. The position peaked at $7.61M in Q1 2025. 307 funds tracked by Wall St. Rank hold IBTF as of Q2 2025.

McGuire Investment Group reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
McGuire Investment Group sold 325,541 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2025, an estimated $7.61M.
McGuire Investment Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2024 and held it in 5 quarters.
McGuire Investment Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $7.61M in Q1 2025.
307 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2025.

Based on McGuire Investment Group's 13F filing for Q2 2025, filed 18 Jul 2025.