MCC
IBTF

Money Concepts Capital’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Money Concepts Capital’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
-118,085
Closed -$2.76M – 526
2025
Q3 		$2.76M Sell
118,085
-30,580
-21% -$713K 0.17% 127
2025
Q2 		$3.47M Sell
148,665
-26,253
-15% -$612K 0.23% 92
2025
Q1 		$4.09M Buy
174,918
+34,267
+24% +$800K 0.31% 72
2024
Q4 		$3.28M Buy
140,651
+80,853
+135% +$1.89M 0.24% 88
2024
Q3 		$1.4M Buy
59,798
+19,792
+49% +$461K 0.11% 174
2024
Q2 		$929K Buy
40,006
+18,553
+86% +$430K 0.08% 213
2024
Q1 		$498K Buy
21,453
+585
+3% +$13.6K 0.05% 291
2023
Q4 		$486K Sell
20,868
-996
-5% -$23K 0.05% 281
2023
Q3 		$505K Buy
21,864
+3,091
+16% +$71.4K 0.05% 245
2023
Q2 		$434K Sell
18,773
-12,910
-41% -$302K 0.04% 266
2023
Q1 		$351K Buy
31,683
+18,673
+144% +$436K 0.02% 336
2022
Q4 		$303K Buy
+13,010
New +$303K 0.01% 553

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

Money Concepts Capital's IBTF Position: Q4 2025 in Review

Money Concepts Capital sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 118,085 shares — an estimated $2.76M sold.

Money Concepts Capital first reported a position in IBTF in Q4 2022 and held it in 12 quarters. The position peaked at $4.09M in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Money Concepts Capital reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Money Concepts Capital sold 118,085 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $2.76M.
  • Money Concepts Capital first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 12 quarters.
  • Money Concepts Capital's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $4.09M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Money Concepts Capital's 13F filing for Q4 2025, filed 4 Feb 2026.