SL
IBTF

Summitry LLC’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Summitry LLC’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
Q1 		– Sell
-1,710,746
Closed -$39.9M – 149
2024
Q4 		$39.9M Buy
1,710,746
+144,444
+9% +$3.37M 1.95% 19
2024
Q3 		$36.7M Buy
1,566,302
+25,147
+2% +$586K 1.75% 26
2024
Q2 		$35.8M Buy
1,541,155
+42,946
+3% +$995K 1.85% 25
2024
Q1 		$34.8M Buy
+1,498,209
New +$34.8M 1.83% 24

Other funds holding IBTF

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summitry LLC's IBTF Position: Q1 2025 in Review

Summitry LLC sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q1 2025, closing a stake of 1,710,746 shares — an estimated $39.9M sold.

Summitry LLC first reported a position in IBTF in Q1 2024 and held it in 4 quarters. The position peaked at $39.9M in Q4 2024. 298 funds tracked by Wall St. Rank hold IBTF as of Q1 2025.

  • Summitry LLC reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Summitry LLC sold 1,710,746 iShares iBonds Dec 2025 Term Treasury ETF shares in Q1 2025, an estimated $39.9M.
  • Summitry LLC first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2024 and held it in 4 quarters.
  • Summitry LLC's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $39.9M in Q4 2024.
  • 298 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q1 2025.

Based on Summitry LLC's 13F filing for Q1 2025, filed 13 May 2025.