TPCM
IBTF

Templeton & Phillips Capital Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Templeton & Phillips Capital Management’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
-77,443
Closed -$1.81M – 49
2025
Q3 		$1.81M Hold
77,443
– – 1.3% 14
2025
Q2 		$1.81M Buy
77,443
+8,563
+12% +$200K 1.31% 14
2025
Q1 		$1.61M Hold
68,880
– – 1.16% 15
2024
Q4 		$1.61M Buy
68,880
+53,800
+357% +$1.25M 1.27% 18
2024
Q3 		$353K Buy
15,080
+9,680
+179% +$226K 0.27% 31
2024
Q2 		$125K Hold
5,400
– – 0.11% 40
2024
Q1 		$125K Hold
5,400
– – 0.12% 34
2023
Q4 		$126K Buy
+5,400
New +$125K 0.13% 24

Other funds holding IBTF

IA
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

Templeton & Phillips Capital Management's IBTF Position: Q4 2025 in Review

Templeton & Phillips Capital Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 77,443 shares — an estimated $1.81M sold.

Templeton & Phillips Capital Management first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $1.81M in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Templeton & Phillips Capital Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Templeton & Phillips Capital Management sold 77,443 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.81M.
  • Templeton & Phillips Capital Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
  • Templeton & Phillips Capital Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.81M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Templeton & Phillips Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.