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 $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

HBT

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Rinkey Investments's IBTF Position: Q2 2025 in Review

Rinkey Investments sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2025, closing a stake of 35,246 shares — an estimated $824K sold.

Rinkey Investments first reported a position in IBTF in Q3 2022 and held it in 6 quarters. The position peaked at $9.27M in Q1 2023. 308 funds tracked by Wall St. Rank hold IBTF as of Q2 2025.

Rinkey Investments reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Rinkey Investments sold 35,246 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2025, an estimated $824K.
Rinkey Investments first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2022 and held it in 6 quarters.
Rinkey Investments's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $9.27M in Q1 2023.
308 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2025.

Based on Rinkey Investments's 13F filing for Q2 2025, filed 13 Aug 2025.