Richard P. Slaughter Associates’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Richard P. Slaughter Associates’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 Q1	–	Sell	-25,150	Closed	-$586K	–	143
2024 Q4	$586K	Sell	25,150 -5,517	-18%	-$129K	0.13%	102
2024 Q3	$718K	Buy	30,667 +3,617	+13%	+$84.3K	0.17%	104
2024 Q2	$628K	Sell	27,050 -10,901	-29%	-$253K	0.15%	106
2024 Q1	$882K	Sell	37,951 -12,692	-25%	-$295K	0.21%	97
2023 Q4	$1.18M	Buy	50,643 +13,695	+37%	+$317K	0.29%	98
2023 Q3	$853K	Buy	36,948 +15,395	+71%	+$355K	0.23%	100
2023 Q2	$499K	Buy	+21,553	New	+$504K	0.14%	105
2021 Q4	–	Sell	-7,802	Closed	-$200K	–	127
2021 Q3	$200K	Buy	+7,802	New	+$201K	0.08%	120

Other funds holding IBTF

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Richard P. Slaughter Associates's IBTF Position: Q1 2025 in Review

Richard P. Slaughter Associates sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q1 2025, closing a stake of 25,150 shares — an estimated $586K sold.

Richard P. Slaughter Associates first reported a position in IBTF in Q3 2021 and held it in 8 quarters. The position peaked at $1.18M in Q4 2023. 298 funds tracked by Wall St. Rank hold IBTF as of Q1 2025.

Richard P. Slaughter Associates reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Richard P. Slaughter Associates sold 25,150 iShares iBonds Dec 2025 Term Treasury ETF shares in Q1 2025, an estimated $586K.
Richard P. Slaughter Associates first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2021 and held it in 8 quarters.
Richard P. Slaughter Associates's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.18M in Q4 2023.
298 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q1 2025.

Based on Richard P. Slaughter Associates's 13F filing for Q1 2025, filed 10 Apr 2025.