RBFC
IBTF

Roman Butler Fullerton & Co’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Roman Butler Fullerton & Co’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
-8,740
Closed -$204K – 257
2025
Q1 		$204K Buy
+8,740
New +$204K 0.08% 214

Other funds holding IBTF

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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 $377B 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 $666B 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 $2.7B AUM 21.91% 1-Year Est. Return

Roman Butler Fullerton & Co's IBTF Position: Q2 2025 in Review

Roman Butler Fullerton & Co sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2025, closing a stake of 8,740 shares — an estimated $204K sold.

Roman Butler Fullerton & Co first reported a position in IBTF in Q1 2025 and held it in 1 quarter. The position peaked at $204K in Q1 2025. 307 funds tracked by Wall St. Rank hold IBTF as of Q2 2025.

  • Roman Butler Fullerton & Co reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 8,740 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2025, an estimated $204K.
  • Roman Butler Fullerton & Co first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Roman Butler Fullerton & Co's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $204K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2025.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2025, filed 30 Jul 2025.