Truist Financial
IBTF

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

Truist Financial’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
Q2 		– Sell
-9,078
Closed -$212K – 2643
2025
Q1 		$212K Sell
9,078
-602
-6% -$14.1K ﹤0.01% 2335
2024
Q4 		$226K Sell
9,680
-138,533
-93% -$3.23M ﹤0.01% 2323
2024
Q3 		$3.47M Buy
148,213
+4,836
+3% +$113K 0.01% 983
2024
Q2 		$3.33M Buy
143,377
+1,593
+1% +$36.9K 0.01% 1034
2024
Q1 		$3.29M Sell
141,784
-4,598
-3% -$107K 0.01% 1055
2023
Q4 		$3.41M Sell
146,382
-4,707
-3% -$109K 0.01% 1010
2023
Q3 		$3.49M Buy
151,089
+16,166
+12% +$373K 0.01% 985
2023
Q2 		$3.12M Sell
134,923
-499
-0.4% -$11.7K 0.01% 1036
2023
Q1 		$3.19M Sell
135,422
-12,258
-8% -$286K 0.01% 1017
2022
Q4 		$3.44M Sell
147,680
-2,352
-2% -$54.8K 0.01% 961
2022
Q3 		$3.49M Buy
+150,032
New +$3.57M 0.01% 928

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 $1.37T 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 $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Truist Financial's IBTF Position: Q2 2025 in Review

Truist Financial sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2025, closing a stake of 9,078 shares — an estimated $212K sold.

Truist Financial first reported a position in IBTF in Q3 2022 and held it in 11 quarters. The position peaked at $3.49M in Q3 2022. 307 funds tracked by Wall St. Rank hold IBTF as of Q2 2025.

  • Truist Financial reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Truist Financial sold 9,078 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2025, an estimated $212K.
  • Truist Financial first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2022 and held it in 11 quarters.
  • Truist Financial's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $3.49M in Q3 2022.
  • 307 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2025.

Based on Truist Financial's 13F filing for Q2 2025, filed 18 Jul 2025.