Treasure Coast Financial Planning’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Treasure Coast Financial Planning’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 Q2	–	Sell	-12,001	Closed	-$279K	–	34
2024 Q1	$279K	Sell	12,001 -13,492	-53%	-$314K	0.18%	29
2023 Q4	$593K	Hold	25,493	–	–	0.41%	25
2023 Q3	$588K	Hold	25,493	–	–	0.41%	25
2023 Q2	$590K	Hold	25,493	–	–	0.4%	26
2023 Q1	$600K	Buy	+25,493	New	+$596K	0.42%	27

Other funds holding IBTF

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Treasure Coast Financial Planning's IBTF Position: Q2 2024 in Review

Treasure Coast Financial Planning sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2024, closing a stake of 12,001 shares — an estimated $279K sold.

Treasure Coast Financial Planning first reported a position in IBTF in Q1 2023 and held it in 5 quarters. The position peaked at $600K in Q1 2023. 247 funds tracked by Wall St. Rank hold IBTF as of Q2 2024.

Treasure Coast Financial Planning reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Treasure Coast Financial Planning sold 12,001 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2024, an estimated $279K.
Treasure Coast Financial Planning first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and held it in 5 quarters.
Treasure Coast Financial Planning's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $600K in Q1 2023.
247 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2024.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2024, filed 22 Jul 2024.