RI
IBTF

Rinkey Investments’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Rinkey Investments’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
Q2 		– Sell
-35,246
Closed -$824K – 104
2025
Q1 		$824K Buy
35,246
+17,880
+103% +$417K 0.26% 44
2024
Q4 		$405K Buy
+17,366
New +$405K 0.13% 62
2023
Q3 		– Sell
-168,443
Closed -$3.9M – 55
2023
Q2 		$3.9M Sell
168,443
-225,722
-57% -$5.28M 1.78% 15
2023
Q1 		$9.27M Buy
394,165
+263,940
+203% +$6.17M 4.86% 6
2022
Q4 		$3.03M Buy
130,225
+65
+0% +$1.51K 1.81% 12
2022
Q3 		$3.04M Buy
+130,160
New +$3.09M 2.29% 12

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
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return