SC
IBTF

Stephens Consulting’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Stephens Consulting’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
-277
Closed -$6.47K – 501
2025
Q3 		$6.47K Buy
277
+3
+1% +$70 ﹤0.01% 261
2025
Q2 		$6.4K Buy
274
+3
+1% +$70 ﹤0.01% 373
2025
Q1 		$6.33K Buy
271
+2
+0.7% +$47 ﹤0.01% 367
2024
Q4 		$6.28K Buy
269
+4
+2% +$93 ﹤0.01% 391
2024
Q3 		$6.21K Buy
265
+3
+1% +$70 ﹤0.01% 381
2024
Q2 		$6.09K Buy
262
+2
+0.8% +$46 ﹤0.01% 388
2024
Q1 		$6.03K Buy
260
+2
+0.8% +$46 ﹤0.01% 349
2023
Q4 		$6K Buy
258
+4
+2% +$92 ﹤0.01% 359
2023
Q3 		$5.87K Buy
254
+2
+0.8% +$46 ﹤0.01% 361
2023
Q2 		$5.82K Buy
252
+189
+300% +$4.42K ﹤0.01% 363
2023
Q1 		$1.48K Buy
+63
New +$1.47K ﹤0.01% 467

Other funds holding IBTF

IA
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

Stephens Consulting's IBTF Position: Q4 2025 in Review

Stephens Consulting sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 277 shares — an estimated $6.47K sold.

Stephens Consulting first reported a position in IBTF in Q1 2023 and held it in 11 quarters. The position peaked at $6.47K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Stephens Consulting reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Stephens Consulting sold 277 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $6.47K.
  • Stephens Consulting first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and held it in 11 quarters.
  • Stephens Consulting's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $6.47K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.