MAM
IBTF

McLean Asset Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

McLean Asset 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
-11,765
Closed -$274K – 174
2025
Q3 		$274K Buy
+11,765
New +$274K 0.06% 141
2024
Q2 		– Sell
-12,841
Closed -$297K – 161
2024
Q1 		$297K Buy
12,841
+1,286
+11% +$29.9K 0.1% 108
2023
Q4 		$269K Buy
+11,555
New +$267K 0.1% 115

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