Stonebridge Financial Group (Pennsylvania)’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	-43,455	Closed	-$1.02M	–	256
2025 Q3	$1.02M	Sell	43,455 -19,600	-31%	-$457K	0.09%	116
2025 Q2	$1.47M	Sell	63,055 -48,793	-44%	-$1.14M	0.14%	102
2025 Q1	$2.61M	Sell	111,848 -40,528	-27%	-$946K	0.28%	83
2024 Q4	$3.55M	Buy	+152,376	New	+$3.55M	0.39%	69

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

Stonebridge Financial Group (Pennsylvania)'s IBTF Position: Q4 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 43,455 shares — an estimated $1.02M sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in IBTF in Q4 2024 and held it in 4 quarters. The position peaked at $3.55M in Q4 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Stonebridge Financial Group (Pennsylvania) reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 43,455 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.02M.
Stonebridge Financial Group (Pennsylvania) first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
Stonebridge Financial Group (Pennsylvania)'s iShares iBonds Dec 2025 Term Treasury ETF position peaked at $3.55M in Q4 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q4 2025, filed 21 Jan 2026.