Rossmore Private Capital’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Rossmore Private Capital’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 Q4	–	Sell	-16,841	Closed	-$393K	–	355
2025 Q3	$393K	Hold	16,841	–	–	0.04%	204
2025 Q2	$393K	Buy	+16,841	New	+$393K	0.05%	195

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Rossmore Private Capital's IBTF Position: Q4 2025 in Review

Rossmore Private Capital sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 16,841 shares — an estimated $393K sold.

Rossmore Private Capital first reported a position in IBTF in Q2 2025 and held it in 2 quarters. The position peaked at $393K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Rossmore Private Capital reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Rossmore Private Capital sold 16,841 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $393K.
Rossmore Private Capital first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2025 and held it in 2 quarters.
Rossmore Private Capital's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $393K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Rossmore Private Capital's 13F filing for Q4 2025, filed 5 Feb 2026.