WHCI
IBTF

W.H. Cornerstone Investments’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

W.H. Cornerstone Investments’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
-10,839
Closed -$252K – 128
2024
Q1 		$252K Sell
10,839
-3,209
-23% -$74.6K 0.18% 116
2023
Q4 		$327K Sell
14,048
-1,027
-7% -$23.7K 0.26% 97
2023
Q3 		$348K Sell
15,075
-638
-4% -$14.7K 0.31% 87
2023
Q2 		$363K Sell
15,713
-1,185
-7% -$27.7K 0.32% 79
2023
Q1 		$398K Sell
16,898
-259
-2% -$6.05K 0.36% 75
2022
Q4 		$403K Sell
17,157
-277
-2% -$6.45K 0.38% 73
2022
Q3 		$405K Buy
+17,434
New +$414K 0.43% 71

Other funds holding IBTF

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
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
NA
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

W.H. Cornerstone Investments's IBTF Position: Q2 2024 in Review

W.H. Cornerstone Investments sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2024, closing a stake of 10,839 shares — an estimated $252K sold.

W.H. Cornerstone Investments first reported a position in IBTF in Q3 2022 and held it in 7 quarters. The position peaked at $405K in Q3 2022. 247 funds tracked by Wall St. Rank hold IBTF as of Q2 2024.

  • W.H. Cornerstone Investments reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 10,839 iShares iBonds Dec 2025 Term Treasury ETF shares in Q2 2024, an estimated $252K.
  • W.H. Cornerstone Investments first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2022 and held it in 7 quarters.
  • W.H. Cornerstone Investments's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $405K in Q3 2022.
  • 247 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2024.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2024, filed 17 Jul 2024.