RPSA
IBTF

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 – 144
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 $6.93B AUM 28.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return