Royal Harbor Partners’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Royal Harbor Partners’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
2024 Q2	–	Sell	-146,616	Closed	-$3.41M	–	54
2024 Q1	$3.41M	Buy	146,616 +976	+0.7%	+$22.7K	1.48%	20
2023 Q4	$3.39M	Sell	145,640 -2,444	-2%	-$56.5K	1.58%	14
2023 Q3	$3.42M	Sell	148,084 -4,992	-3%	-$115K	1.78%	16
2023 Q2	$3.54M	Buy	153,076 +20,655	+16%	+$483K	1.74%	20
2023 Q1	$3.12M	Buy	132,421 +26,056	+24%	+$609K	1.67%	19
2022 Q4	$2.48M	Buy	106,365 +10,860	+11%	+$253K	1.53%	17
2022 Q3	$2.22M	Buy	+95,505	New	+$2.27M	1.52%	19

Other funds holding IBTF

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Royal Harbor Partners's IBTF Position: Q2 2024 in Review

Royal Harbor Partners sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2024, closing a stake of 146,616 shares — an estimated $3.41M sold.

Royal Harbor Partners first reported a position in IBTF in Q3 2022 and held it in 7 quarters. The position peaked at $3.54M in Q2 2023. 247 funds tracked by Wall St. Rank hold IBTF as of Q2 2024.

Royal Harbor Partners reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Royal Harbor Partners sold 146,616 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2024, an estimated $3.41M.
Royal Harbor Partners first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2022 and held it in 7 quarters.
Royal Harbor Partners's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $3.54M in Q2 2023.
247 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2024.

Based on Royal Harbor Partners's 13F filing for Q2 2024, filed 31 Jul 2024.