William Blair & Company
IBTF

William Blair & Company’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

William Blair & Company’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
Q3 		– Sell
-831
Closed -$19.4K – 1878
2025
Q2 		$19.4K Sell
831
-898
-52% -$21K ﹤0.01% 1681
2025
Q1 		$40.4K Buy
1,729
+576
+50% +$13.4K ﹤0.01% 1613
2024
Q4 		$26.9K Hold
1,153
– – ﹤0.01% 1669
2024
Q3 		$27K Hold
1,153
– – ﹤0.01% 1685
2024
Q2 		$26.8K Buy
+1,153
New +$26.7K ﹤0.01% 1664

Other funds holding IBTF

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

William Blair & Company's IBTF Position: Q3 2025 in Review

William Blair & Company sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2025, closing a stake of 831 shares — an estimated $19.4K sold.

William Blair & Company first reported a position in IBTF in Q2 2024 and held it in 5 quarters. The position peaked at $40.4K in Q1 2025. 301 funds tracked by Wall St. Rank hold IBTF as of Q3 2025.

  • William Blair & Company reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • William Blair & Company sold 831 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2025, an estimated $19.4K.
  • William Blair & Company first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2024 and held it in 5 quarters.
  • William Blair & Company's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $40.4K in Q1 2025.
  • 301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2025.

Based on William Blair & Company's 13F filing for Q3 2025, filed 12 Nov 2025.