PGAM
IBTF

Princeton Global Asset Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Princeton Global Asset Management’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
-10,470
Closed -$245K – 839
2025
Q3 		$245K Buy
10,470
+9
+0.1% +$210 0.04% 179
2025
Q2 		$244K Buy
10,461
+9
+0.1% +$210 0.04% 176
2025
Q1 		$244K Buy
10,452
+357
+4% +$8.33K 0.05% 169
2024
Q4 		$235K Buy
10,095
+12
+0.1% +$280 0.04% 181
2024
Q3 		$236K Buy
10,083
+860
+9% +$20K 0.05% 173
2024
Q2 		$214K Sell
9,223
-1,732
-16% -$40.1K 0.05% 162
2024
Q1 		$254K Hold
10,955
– – 0.06% 144
2023
Q4 		$255K Buy
+10,955
New +$253K 0.06% 145

Other funds holding IBTF

IA
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

Princeton Global Asset Management's IBTF Position: Q4 2025 in Review

Princeton Global Asset Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 10,470 shares — an estimated $245K sold.

Princeton Global Asset Management first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $255K in Q4 2023. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Princeton Global Asset Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Princeton Global Asset Management sold 10,470 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $245K.
  • Princeton Global Asset Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
  • Princeton Global Asset Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $255K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Princeton Global Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.