PI
IBTF

PFG Investments’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

PFG Investments’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
-27,638
Closed -$642K – 1011
2024
Q1 		$642K Buy
+27,638
New +$642K 0.04% 446

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

PFG Investments's IBTF Position: Q2 2024 in Review

PFG Investments sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2024, closing a stake of 27,638 shares — an estimated $642K sold.

PFG Investments first reported a position in IBTF in Q1 2024 and held it in 1 quarter. The position peaked at $642K in Q1 2024. 247 funds tracked by Wall St. Rank hold IBTF as of Q2 2024.

  • PFG Investments reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 27,638 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2024, an estimated $642K.
  • PFG Investments first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2024 and held it in 1 quarter.
  • PFG Investments's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $642K in Q1 2024.
  • 247 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.