Nemes Rush Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Nemes Rush 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 Q3	–	Sell	-57	Closed	-$1.33K	–	707
2025 Q2	$1.33K	Buy	57 +1	+2%	+$23	﹤0.01%	630
2025 Q1	$1.31K	Hold	56	–	–	﹤0.01%	635
2024 Q4	$1.3K	Buy	56 +9	+19%	+$210	﹤0.01%	648
2024 Q3	$1.09K	Sell	47 -8	-15%	-$186	﹤0.01%	542
2024 Q2	$1.28K	Buy	55 +8	+17%	+$185	﹤0.01%	543
2024 Q1	$1.09K	Hold	47	–	–	﹤0.01%	597
2023 Q4	$1.09K	Buy	+47	New	+$1.09K	﹤0.01%	592

Other funds holding IBTF

HPC

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Nemes Rush Group's IBTF Position: Q3 2025 in Review

Nemes Rush Group sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2025, closing a stake of 57 shares — an estimated $1.33K sold.

Nemes Rush Group first reported a position in IBTF in Q4 2023 and held it in 7 quarters. The position peaked at $1.33K in Q2 2025. 301 funds tracked by Wall St. Rank hold IBTF as of Q3 2025.

Nemes Rush Group reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Nemes Rush Group sold 57 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2025, an estimated $1.33K.
Nemes Rush Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 7 quarters.
Nemes Rush Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.33K in Q2 2025.
301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2025.

Based on Nemes Rush Group's 13F filing for Q3 2025, filed 13 Nov 2025.