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IBTF

NewEdge Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

NewEdge Advisors’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
-683,168
Closed -$16M – 4302
2025
Q3 		$16M Sell
683,168
-636,612
-48% -$14.9M 0.07% 269
2025
Q2 		$30.8M Sell
1,319,780
-124,678
-9% -$2.91M 0.16% 126
2025
Q1 		$33.8M Sell
1,444,458
-104,419
-7% -$2.44M 0.2% 104
2024
Q4 		$36.1M Buy
1,548,877
+150,392
+11% +$3.51M 0.22% 98
2024
Q3 		$32.8M Sell
1,398,485
-687,379
-33% -$16M 0.21% 106
2024
Q2 		$48.4M Sell
2,085,864
-25,138
-1% -$582K 0.35% 53
2024
Q1 		$49M Buy
2,111,002
+121,068
+6% +$2.81M 0.43% 44
2023
Q4 		$46.3M Buy
1,989,934
+1,275,877
+179% +$29.5M 0.44% 47
2023
Q3 		$16.5M Buy
714,057
+122,138
+21% +$2.82M 0.18% 124
2023
Q2 		$13.7M Buy
591,919
+152,685
+35% +$3.57M 0.15% 141
2023
Q1 		$10.3M Buy
439,234
+57,382
+15% +$1.34M 0.13% 168
2022
Q4 		$32.5K Buy
381,852
+138,509
+57% +$3.22M ﹤0.01% 1914
2022
Q3 		$5.67M Buy
243,343
+75,919
+45% +$1.8M 0.09% 220
2022
Q2 		$4.01M Buy
+167,424
New +$4.02M 0.07% 276

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

NewEdge Advisors's IBTF Position: Q4 2025 in Review

NewEdge Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 683,168 shares — an estimated $16M sold.

NewEdge Advisors first reported a position in IBTF in Q2 2022 and held it in 14 quarters. The position peaked at $49M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • NewEdge Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 683,168 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $16M.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2022 and held it in 14 quarters.
  • NewEdge Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $49M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.