OIA
IBTF

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

OneDigital Investment 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
2024
Q4 		– Sell
-10,000
Closed -$234K – 1457
2024
Q3 		$234K Hold
10,000
– – ﹤0.01% 1281
2024
Q2 		$232K Buy
+10,000
New +$232K ﹤0.01% 1226

Other funds holding IBTF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OneDigital Investment Advisors's IBTF Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2024, closing a stake of 10,000 shares — an estimated $234K sold.

OneDigital Investment Advisors first reported a position in IBTF in Q2 2024 and held it in 2 quarters. The position peaked at $234K in Q3 2024. 301 funds tracked by Wall St. Rank hold IBTF as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 10,000 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2024, an estimated $234K.
  • OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $234K in Q3 2024.
  • 301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.