SOS
IBTF

Silver Oak Securities’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Silver Oak Securities’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
-16,088
Closed -$376K – 825
2025
Q3 		$376K Sell
16,088
-71,602
-82% -$1.67M 0.03% 509
2025
Q2 		$2.05M Sell
87,690
-4,769
-5% -$111K 0.17% 139
2025
Q1 		$2.16M Buy
92,459
+16,334
+21% +$381K 0.2% 117
2024
Q4 		$1.77M Buy
76,125
+21,544
+39% +$503K 0.16% 136
2024
Q3 		$1.28M Buy
54,581
+41,668
+323% +$971K 0.14% 163
2024
Q2 		$300K Buy
12,913
+3,058
+31% +$70.8K 0.05% 292
2024
Q1 		$229K Sell
9,855
-15,426
-61% -$359K 0.04% 352
2023
Q4 		$589K Buy
25,281
+22,612
+847% +$523K 0.08% 247
2023
Q3 		$61.6K Buy
+2,669
New +$61.6K 0.01% 369
2022
Q4 		– Sell
-2,669
Closed -$61.6K – 376
2022
Q3 		$61.6K Buy
+2,669
New +$63.4K 0.01% 369

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

Silver Oak Securities's IBTF Position: Q4 2025 in Review

Silver Oak Securities sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 16,088 shares — an estimated $376K sold.

Silver Oak Securities first reported a position in IBTF in Q3 2022 and held it in 10 quarters. The position peaked at $2.16M in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Silver Oak Securities reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Silver Oak Securities sold 16,088 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $376K.
  • Silver Oak Securities first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2022 and held it in 10 quarters.
  • Silver Oak Securities's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $2.16M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Silver Oak Securities's 13F filing for Q4 2025, filed 15 Jan 2026.