PAG
IBTF

Private Advisor Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Private Advisor Group’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
-90,811
Closed -$2.12M – 2694
2025
Q3 		$2.12M Sell
90,811
-2,040
-2% -$47.6K 0.01% 994
2025
Q2 		$2.17M Sell
92,851
-17,474
-16% -$408K 0.01% 931
2025
Q1 		$2.58M Buy
110,325
+19,375
+21% +$452K 0.02% 785
2024
Q4 		$2.12M Buy
90,950
+378
+0.4% +$8.82K 0.01% 858
2024
Q3 		$2.12M Sell
90,572
-44,286
-33% -$1.03M 0.01% 852
2024
Q2 		$3.13M Sell
134,858
-39,345
-23% -$911K 0.02% 662
2024
Q1 		$4.05M Buy
174,203
+14,227
+9% +$331K 0.03% 532
2023
Q4 		$3.72M Buy
159,976
+23,707
+17% +$548K 0.03% 542
2023
Q3 		$3.15M Buy
136,269
+43,432
+47% +$1M 0.03% 546
2023
Q2 		$2.15M Buy
92,837
+5,444
+6% +$127K 0.02% 696
2023
Q1 		$2.06M Buy
+87,393
New +$2.04M 0.02% 664

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

Private Advisor Group's IBTF Position: Q4 2025 in Review

Private Advisor Group sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 90,811 shares — an estimated $2.12M sold.

Private Advisor Group first reported a position in IBTF in Q1 2023 and held it in 11 quarters. The position peaked at $4.05M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Private Advisor Group reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Private Advisor Group sold 90,811 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $2.12M.
  • Private Advisor Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and held it in 11 quarters.
  • Private Advisor Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $4.05M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Private Advisor Group's 13F filing for Q4 2025, filed 17 Feb 2026.