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

Novem 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	-20,613	Closed	-$482K	–	446
2025 Q3	$482K	Sell	20,613 -29,198	-59%	-$681K	0.06%	270
2025 Q2	$1.16M	Buy	49,811 +2,233	+5%	+$52.1K	0.15%	114
2025 Q1	$1.11M	Sell	47,578 -12,218	-20%	-$285K	0.16%	114
2024 Q4	$1.39M	Buy	+59,796	New	+$1.39M	0.2%	89

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

Novem Group's IBTF Position: Q4 2025 in Review

Novem Group sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 20,613 shares — an estimated $482K sold.

Novem Group first reported a position in IBTF in Q4 2024 and held it in 4 quarters. The position peaked at $1.39M in Q4 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Novem Group reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Novem Group sold 20,613 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $482K.
Novem Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
Novem Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.39M in Q4 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Novem Group's 13F filing for Q4 2025, filed 27 Jan 2026.