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 $6.93B AUM 28.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return