MFG
IBTF

Merit Financial Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Merit Financial 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
Q4 		– Sell
-51,283
Closed -$1.2M – 1986
2025
Q3 		$1.2M Buy
51,283
+1,648
+3% +$38.5K 0.01% 772
2025
Q2 		$1.16M Buy
+49,635
New +$1.16M 0.01% 721

Other funds holding IBTF

IA
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

Merit Financial Group's IBTF Position: Q4 2025 in Review

Merit Financial Group sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 51,283 shares — an estimated $1.2M sold.

Merit Financial Group first reported a position in IBTF in Q2 2025 and held it in 2 quarters. The position peaked at $1.2M in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Merit Financial Group reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Merit Financial Group sold 51,283 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.2M.
  • Merit Financial Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Merit Financial Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.2M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.