PCIA
IBTF

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

Prime Capital 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
2025
Q4 		– Sell
-11,256
Closed -$263K – 1067
2025
Q3 		$263K Buy
11,256
+1,433
+15% +$33.4K ﹤0.01% 845
2025
Q2 		$229K Buy
+9,823
New +$229K ﹤0.01% 850

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

Prime Capital Investment Advisors's IBTF Position: Q4 2025 in Review

Prime Capital Investment Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 11,256 shares — an estimated $263K sold.

Prime Capital Investment Advisors first reported a position in IBTF in Q2 2025 and held it in 2 quarters. The position peaked at $263K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Prime Capital Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 11,256 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $263K.
  • Prime Capital Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Prime Capital Investment Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $263K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.