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

Prosperity Capital 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	-21,141	Closed	-$494K	–	414
2025 Q3	$494K	Buy	21,141 +3,701	+21%	+$86.4K	0.03%	279
2025 Q2	$407K	Buy	17,440 +44	+0.3%	+$1.03K	0.03%	284
2025 Q1	$405K	Sell	17,396 -2,840	-14%	-$66.3K	0.03%	256
2024 Q4	$472K	Sell	20,236 -2,492	-11%	-$58.1K	0.04%	230
2024 Q3	$532K	Buy	22,728 +3,410	+18%	+$79.4K	0.05%	213
2024 Q2	$449K	Buy	19,318 +9,040	+88%	+$209K	0.05%	204
2024 Q1	$239K	Buy	+10,278	New	+$239K	0.03%	295

Other funds holding IBTF

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

Prosperity Capital Advisors's IBTF Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 21,141 shares — an estimated $494K sold.

Prosperity Capital Advisors first reported a position in IBTF in Q1 2024 and held it in 7 quarters. The position peaked at $532K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Prosperity Capital Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 21,141 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $494K.
Prosperity Capital Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2024 and held it in 7 quarters.
Prosperity Capital Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $532K in Q3 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.