SPIA
IBTF

Steward Partners Investment Advisory’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Steward Partners Investment Advisory’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
-30,754
Closed -$719K – 4391
2025
Q3 		$719K Sell
30,754
-20,399
-40% -$476K ﹤0.01% 1202
2025
Q2 		$1.19M Sell
51,153
-335,366
-87% -$7.82M 0.01% 917
2025
Q1 		$9.03M Sell
386,519
-5,052
-1% -$118K 0.08% 252
2024
Q4 		$9.13M Sell
391,571
-6,203
-2% -$145K 0.08% 236
2024
Q3 		$9.32M Sell
397,774
-33,776
-8% -$787K 0.09% 231
2024
Q2 		$10M Buy
431,550
+25,636
+6% +$594K 0.11% 192
2024
Q1 		$9.43M Buy
405,914
+34,236
+9% +$796K 0.1% 206
2023
Q4 		$8.65M Buy
371,678
+363,667
+4,540% +$8.41M 0.12% 183
2023
Q3 		$185K Hold
8,011
– – ﹤0.01% 1320
2023
Q2 		$185K Hold
8,011
– – ﹤0.01% 1320
2023
Q1 		$188K Hold
8,011
– – ﹤0.01% 1319
2022
Q4 		$186K Hold
8,011
– – ﹤0.01% 1270
2022
Q3 		$186K Hold
8,011
– – ﹤0.01% 1231
2022
Q2 		$192K Buy
+8,011
New +$192K ﹤0.01% 1222

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

Steward Partners Investment Advisory's IBTF Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 30,754 shares — an estimated $719K sold.

Steward Partners Investment Advisory first reported a position in IBTF in Q2 2022 and held it in 14 quarters. The position peaked at $10M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 30,754 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $719K.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2022 and held it in 14 quarters.
  • Steward Partners Investment Advisory's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $10M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.