SFC
IBTF

Strategic Financial Concepts’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-67,279
Closed -$2.89K – 449
2024
Q2 		$2.89K Buy
67,279
+53,379
+384% +$1.24M ﹤0.01% 520
2024
Q1 		$323K Buy
13,900
+3,000
+28% +$69.7K 0.08% 216
2023
Q4 		$254K Buy
+10,900
New +$252K 0.15% 114

Other funds holding IBTF

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GI
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
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Financial Concepts's IBTF Position: Q3 2024 in Review

Strategic Financial Concepts sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2024, closing a stake of 67,279 shares — an estimated $2.89K sold.

Strategic Financial Concepts first reported a position in IBTF in Q4 2023 and held it in 3 quarters. The position peaked at $323K in Q1 2024. 271 funds tracked by Wall St. Rank hold IBTF as of Q3 2024.

  • Strategic Financial Concepts reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 67,279 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2024, an estimated $2.89K.
  • Strategic Financial Concepts first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 3 quarters.
  • Strategic Financial Concepts's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $323K in Q1 2024.
  • 271 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.