Question 1

How many shares of IBTF does D.A. DAVIDSON & CO. own?

Accepted Answer

D.A. DAVIDSON & CO. previously held 0 shares of IBTF (ISHARES TR) before exiting the position in 2025-Q4.

Question 2

What is D.A. DAVIDSON & CO.'s IBTF position worth?

Accepted Answer

D.A. DAVIDSON & CO.'s IBTF position was last reported at $0 in 2025-Q4 before the exit.

Question 3

Is D.A. DAVIDSON & CO. buying or selling IBTF?

Accepted Answer

In 2025-Q4, D.A. DAVIDSON & CO. exited their IBTF position entirely (-100.0% change in shares).

Question 4

When did D.A. DAVIDSON & CO. first buy IBTF?

Accepted Answer

Based on available 13F filings, D.A. DAVIDSON & CO. first reported a position in IBTF in 2023-Q1. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$23.22	0
2025-Q3	Decreased	21,806	-71.5%	$509,497	0.0%	$23.13	0
2025-Q2	Decreased	76,512	-63.4%	$1.8M	0.0%	$22.87	0
2025-Q1	Decreased	209,149	-9.7%	$4.9M	0.0%	$22.65	0
2024-Q4	Increased	231,528	+9.1%	$5.4M	0.0%	$22.42	30
2024-Q3	Increased	212,255	+27.6%	$5M	0.0%	$22.23	34
2024-Q2	Increased	166,373	+8.0%	$3.9M	0.0%	$21.79	29
2024-Q1	Increased	154,122	+130.5%	$3.6M	0.0%	$21.56	43
2023-Q4	Increased	66,858	+196.5%	$1.6M	0.0%	$21.46	41
2023-Q3	Increased	22,549	+45.8%	$520,431	0.0%	$20.97	33
2023-Q2	Increased	15,469	+28.3%	$357,798	0.0%	$20.81	30
2023-Q1	New	12,060	-	$283,772	0.0%	$20.94	32

IBTF12 quarters

IBTF
12 quarters