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

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

McLean Asset Management's IBTF Position: Q4 2025 in Review

McLean Asset Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 11,765 shares — an estimated $274K sold.

McLean Asset Management first reported a position in IBTF in Q4 2023 and held it in 3 quarters. The position peaked at $297K in Q1 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

McLean Asset Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
McLean Asset Management sold 11,765 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $274K.
McLean Asset Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 3 quarters.
McLean Asset Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $297K in Q1 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on McLean Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.