OC
IBTF

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

Oakworth 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
2024
Q2 		– Sell
-575
Closed -$13.4K – 724
2024
Q1 		$13.4K Hold
575
– – ﹤0.01% 443
2023
Q4 		$13.4K Buy
+575
New +$13.3K ﹤0.01% 450

Other funds holding IBTF

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Oakworth Capital's IBTF Position: Q2 2024 in Review

Oakworth Capital sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2024, closing a stake of 575 shares — an estimated $13.4K sold.

Oakworth Capital first reported a position in IBTF in Q4 2023 and held it in 2 quarters. The position peaked at $13.4K in Q4 2023. 247 funds tracked by Wall St. Rank hold IBTF as of Q2 2024.

  • Oakworth Capital reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Oakworth Capital sold 575 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2024, an estimated $13.4K.
  • Oakworth Capital first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 2 quarters.
  • Oakworth Capital's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $13.4K in Q4 2023.
  • 247 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2024.

Based on Oakworth Capital's 13F filing for Q2 2024, filed 19 Jul 2024.